Elizabeth
Macdougall
Macdougall Financial Counseling
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About this Advisor
Elizabeth Macdougall is a financial advisor based out of Delmont, Pennsylvania with a total of 4 years of relevant experience. Macdougall is an employee of Macdougall Financial Counseling. Over the course of their career, Macdougall has held roles at Full Time Education, Aldrich Capital Partners, Whitewater Adventures, Xo Group and Extended Travel. Macdougall maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Pennsylvania. Macdougall Financial Counseling is a financial advisory company based in Delmont, PA. It oversees $334 million in assets under management across its 424 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 424 accounts, 34% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Macdougall Financial Counseling provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules are based on which service is provided. However, fees charged by Macdougall Financial Counseling most likely consist of any combination of 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
Elizabeth Macdougall Work History
Elizabeth has been registered as a financial advisor for 4 years.*
Aldrich Capital Partners
Extended Travel
Xo Group
Whitewater Adventures
Full Time Education
Full Time Education
*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 Elizabeth 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
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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