Corey
Macdougall
Oakbourne Advisors
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About this Advisor
Corey Macdougall is a financial advisor based in West Chester, Pennsylvania, working with Oakbourne Advisors. Corey has previously held positions at The Jg Wentworth Company, Northstar Asset Management Dba Oakbourne Advisors, and Sei Investments Distribution Co. Corey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Corey is part of Oakbourne Advisors, which operates out of West Chester, Pennsylvania. The firm has 4 offices and 9 employees. The firm manages assets totaling $195.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Oakbourne Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oakbourne Advisors Brokerage Details
$195,665,487
9
971
$201,509
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Corey Macdougall Work History
Northstar Asset Management Dba Oakbourne Advisors
Sei Investments Distribution Co
The Jg Wentworth Company
Disclosures
Please visit the SEC profile of Corey 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 Oakbourne Advisors
West Chester, PA
Hackettstown, NJ
Hackettstown, NJ
West Chester, PA
West Chester, PA
Hackettstown, NJ
Hackettstown, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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