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Allan Macdougall

MACDOUGALL FINANCIAL COUNSELING·DELMONT, Pennsylvania
Series 65Clean record19 years registeredMACDOUGALL 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 · 19 years registered
Brand Profile
Not yet started
01

Career History

MACDOUGALL FINANCIAL COUNSELING
Jan 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 18, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MACDOUGALL FINANCIAL COUNSELING
CRD 104644 · SEC 801-33838
AUM
$380M
Regulatory assets under management
Employees
3
401 client accounts
Services offered by MACDOUGALL FINANCIAL COUNSELING
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MACDOUGALL FINANCIAL COUNSELING →
Introduction

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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.
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Other Advisors at MACDOUGALL FINANCIAL COUNSELING

Elizabeth Laughlin Macdougall
DELMONT, PA

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Research
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