Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan MacDougall is an investment advisor representative with MacDougall Financial Counseling based in DELMONT, PA. Allan has been in the industry since January 2006. Allan is registered with the state of Pennsylvania and Arizona. Allan specializes in providing financial planning and portfolio management services to individuals, charitable organizations, and high-net-worth individuals. MacDougall Financial Counseling provides advisory services for individuals, investment companies, and pooled investment vehicles. The firm's assets under management are approximately $379,967,188.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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PA
01/18/2007 - Present
MacDougall Financial Counseling (DELMONT PA)
IA
Issued 01/17/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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