Allan
Macdougall
Macdougall Financial Counseling
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About this Advisor
Allan Macdougall is a financial advisor working in Delmont, Pennsylvania, with 16 years of relevant experience. Macdougall is an advisor for Macdougall Financial Counseling. They have worked at Macdougall Financial Counseling for the entirety of their career. Macdougall holds a Series 65 license, designating them as an investment advisor representative, and is able to work in Arizona and Pennsylvania. Macdougall Financial Counseling is a financial advisory firm that has its headquarters in Delmont, PA. It handles $334 million in assets among its 424 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm serves nine charitable organizations. Of its 424 customer accounts, 34% are associated with high-net-worth investors who have at least $1 million in investable assets. Macdougall Financial Counseling offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services are based on which service is offered. Fee types charged by Macdougall Financial Counseling likely include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Macdougall Financial Counseling Brokerage Details
$333,837,538
3
424
$787,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Allan Macdougall Work History
Allan has been registered as a financial advisor for 16 years.*
Schofield Financial Counseling
*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 Allan Macdougall 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 Macdougall Financial Counseling
Delmont, PA
Delmont, PA
Delmont, PA
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