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David Angelo McDougall

Cook Wealth, LLC

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About David Angelo McDougall

David McDougall is a financial advisor registered with the state of North Carolina and has been working in the financial services industry for over eight years. David is a Certified Financial Planner and is affiliated with Cook Wealth, LLC, a registered investment advisor located in Raleigh, North Carolina.

Firm Information

David McDougall is currently registered with Cook Wealth, LLC. Cook Wealth, LLC is an independent financial advisory firm based in Raleigh, North Carolina. They offer financial planning, pension consulting, and portfolio management services to a variety of clients, including individuals, high-net-worth individuals, and pension and profit-sharing plans. They manage approximately $474,989,160 in assets for their clients, with a total of 1,208 accounts under management. Cook Wealth is committed to providing personalized financial guidance and solutions to help their clients achieve their financial goals.
Cook Wealth, LLC

4101 LAKE BOONE TRAIL

RALEIGH, NC 27607

$474.99M

Assets Under Management

Not reported

Total Clients

10

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David McDougall’s Registration & Firm History

NC

01/09/2019 - Present

Cook Wealth, LLC (RALEIGH NC)

NC

09/17/2010 - 02/21/2018

FIDELITY BROKERAGE SERVICES LLC (CARY NC)

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Licenses & Designations

BOTH

Issued 02/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/24/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/21/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for David Angelo McDougall. Review regulatory record here.
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