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Cory Lynn McDougal

Franklin Distributors, LLC

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About Cory Lynn McDougal

Cory McDougal is a registered representative with Franklin Distributors, LLC. Cory has been in the financial industry since 2017. Cory holds the Series 7 and Series 63 licenses. Cory is located in Stamford, CT.

Firm Information

Cory McDougal is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Cory McDougal’s Registration & Firm History

CT

02/23/2024 - Present

Franklin Distributors, LLC (STAMFORD CT)

UT

07/22/2017 - 06/08/2022

FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)

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Licenses & Designations

BC

Issued 06/23/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cory Lynn McDougal.
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