James
Mcdougal
Brooklyn Fi, LLC
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About this Advisor
James Mcdougal is a financial advisor based in Phoenix, Arizona, working with Brooklyn Fi, LLC. James has previously held positions at Brighton Jones, Blendin Coffee & Tea LLC, Gogh Gogh LLC, Wmnus LLC, Sweet Eugene'S Inc, Memorial Drive Presbyterian Church, Great Harvest Bread Co, James E. Taylor High School, Double Dave'S Pizza, Memorial Parkway Junior High, and Brooklyn Fi, LLC. James has passed the Series 65 regulatory exam and is registered to provide services in Arizona and New York. Currently, James is part of Brooklyn Fi, LLC, which operates out of Phoenix, Arizona. The firm has 9 employees and manages assets totaling $227.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Brooklyn Fi, LLC includes asset-based, hourly, and fixed fees.
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Brooklyn Fi, LLC Brokerage Details
$227,519,078
9
1,177
$193,304
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Mcdougal Work History
Brooklyn Fi, LLC
Brighton Jones
Blendin Coffee & Tea LLC
Gogh Gogh LLC
Wmnus LLC
Memorial Drive Presbyterian Church
Memorial Drive Presbyterian Church
Sweet Eugene'S Inc
Great Harvest Bread Co
Double Dave'S Pizza
James E. Taylor High School
Memorial Parkway Junior High
Disclosures
Please visit the SEC profile of James Mcdougal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brooklyn Fi, LLC
Perrineville, NJ
Athens, GA
Brooklyn, NY
Philadelphia, PA
Bloomington, MN
Phoenix, AZ
Brooklyn, NY
Brooklyn, NY
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