MACDOUGALL FINANCIAL COUNSELING of DELMONT, PA is an SEC-registered investment adviser (CRD 104644). Regulatory assets under management: $424.8M.
Compensation: % of AUM, Fixed, Commissions.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Allan Macdougall | PRESIDENT, WEALTH ADVISOR; PRESIDENT, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER | — |
| Elizabeth Laughlin Macdougall | PRESIDENT, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, WEALTH ADVISOR, COMPLIANCE MANAGER | — |
| SCHOFIELD DOUGLAS FRANKLIN | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MACDOUGALL ALLAN | PRESIDENT, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER; SOLE PROPRIETOR, PRESIDENT,CHIEF COMPLIANCE OFFICER | — |
| MacDougall Elizabeth Laughlin | VICE PRESIDENT, WEALTH ADVISOR, COMPLIANCE MANAGER | — |