Sean
Mcdougle

Nest Financial LLC

CRD#5735785
Investment Advisor
in Austin, TX

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About this Advisor

Sean Mcdougle is a certified financial planner who works out of Austin, Texas with a total of 5 years of relevant experience. Mcdougle is an advisor for Nest Financial LLC. Over the course of their career, they have held roles at Mass Mutual, Mml Investors Services Inc, Lewin Wealth / Merit Wealth Advisors, Lpl Financial LLC, 360 Wealth Management LLC, Nest Financial LLC and Union Capital Company. Mcdougle holds a Series 63 license, certifying them as a securities broker, and can serve investors in Ohio and Texas. Nest Financial LLC is an advisory business with a branch in Austin, Texas.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Office Location

5323 Levander Loop
Austin, TX 78702

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Sean Mcdougle Work History

Sean has been registered as a financial advisor for 5 years.*

2019 - Present (5 years)

Union Capital Company

2018 - Present (6 years)

Nest Financial LLC

2016 - 2018 (2 years)

Lpl Financial LLC

2016 - 2018 (2 years)

360 Wealth Management LLC

2014 - 2018 (4 years)

Lewin Wealth / Merit Wealth Advisors

2010 - 2014 (4 years)

Mass Mutual

2010 - 2014 (4 years)

Mml Investors Services Inc

*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 Sean Mcdougle 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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