David
Mcdougall
Cook Wealth Management Group, LLC
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About this Advisor
David Mcdougall is a certified financial planner operating in Raleigh, North Carolina, who has 4 years of relevant experience. Mcdougall works at Cook Wealth Management Group, LLC. Their career trajectory has included roles at Fidelity Investments, Consolidated Planning, Inc and Cook Wealth Management Group LLC. Mcdougall maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can work in North Carolina. Cook Wealth Management Group, LLC is a financial advisory firm that has its headquarters in Raleigh, NC. The company has a total of 14 employees. It oversees $404 million in total assets across its 1,261 customer accounts, placing it among the larger firms in the country by assets under management. Of its 1,261 client accounts, 31% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely vary depending on which service is provided. However, fees billed by Cook Wealth Management Group, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cook Wealth Management Group, LLC Brokerage Details
$404,211,832
14
1,261
$320,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Mcdougall Work History
David has been registered as a financial advisor for 4 years.*
Cook Wealth Management Group LLC
Consolidated Planning, Inc
Fidelity Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Mcdougall 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 Cook Wealth Management Group, LLC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
