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Elizabeth Laughlin MacDougall is an investment advisor representative with MacDougall Financial Counseling in DELMONT, Pennsylvania. Elizabeth is registered with the state of Pennsylvania as an Investment Advisor Representative (IA) and is licensed to provide investment advice in Pennsylvania. Elizabeth has worked in the financial services industry for over 5 years and has experience working with charitable organizations, high-net-worth individuals and individuals other than high-net-worth. Elizabeth provides financial planning services as well as portfolio management for individuals.
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
11/25/2019 - Present
MacDougall Financial Counseling (DELMONT PA)
IA
Issued 11/25/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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