Richard
Dougall

Encompass Financial Planning

CRD#4722254
Investment Advisor
in West Linn, OR

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About this Advisor

Richard Dougall is a certified financial planner who works in West Linn, Oregon with a total of 6 years of industry experience. Dougall is currently employed by Encompass Financial Planning. Throughout their career, Dougall has worked at Dougall Financial Group, Northwest Wealth Advisors and Encompass Financial Planning. Dougall has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Nevada and Oregon. Encompass Financial Planning is a financial advisory business operating in West Linn, Oregon.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Office Location

1800 Blankenship Rd Suite #200
West Linn, OR 97068

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Richard Dougall Work History

Richard has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Encompass Financial Planning

2012 - 2017 (5 years)

Northwest Wealth Advisors

2010 - 2016 (6 years)

Dougall Financial Group

*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 Richard Dougall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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.

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