AdvisorOS Directory
Claim Profile
Unclaimed Profile
AM

Allan Macdougall

MACDOUGALL FINANCIAL COUNSELING·DELMONT, Pennsylvania
Clean recordMACDOUGALL FINANCIAL COUNSELING
2364 ROUTE 66, DELMONT, PA 15626CRD# 5259130Firm CRD# 104644

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Allan Macdougall · DELMONT, PA
Registration
CRD #5259130 · MACDOUGALL FINANCIAL COUNSELING
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Allan Macdougall is a registered financial advisor based in DELMONT, Pennsylvania, affiliated with MACDOUGALL FINANCIAL COUNSELING. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Allan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Allan is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
MACDOUGALL FINANCIAL COUNSELING
MACDOUGALL FINANCIAL COUNSELING
AUM
$380M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MACDOUGALL FINANCIAL COUNSELING →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5259130
Firm CRD# 104644
View on FINRA BrokerCheck →

Looking for a financial advisor in DELMONT?

Browse all registered financial advisors in DELMONT, Pennsylvania or claim this profile if it's yours.

Browse DELMONT AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Allan Macdougall offer?
Allan Macdougall specializes in Financial Planning, Investment Management. Contact their office in DELMONT, Pennsylvania for a consultation.
What are Allan Macdougall's credentials?
Allan Macdougall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allan Macdougall located?
Allan Macdougall is based in DELMONT, Pennsylvania, working with MACDOUGALL FINANCIAL COUNSELING. Their office serves clients in the DELMONT metropolitan area and surrounding communities.
How does Allan Macdougall charge for services?
Allan Macdougall's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MACDOUGALL FINANCIAL COUNSELING?
MACDOUGALL FINANCIAL COUNSELING has approximately 3 employees and manages $380M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MACDOUGALL FINANCIAL COUNSELING

Elizabeth Laughlin Macdougall
DELMONT, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile