Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan McDougall is a financial advisor at LPL Financial LLC. Ian has over 6 years of experience in the financial services industry. Ian is registered with the state of California as a Registered Representative and Investment Advisor Representative. Ian holds the Series 6, 7, 63 and SIE licenses. Ian specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Ian is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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CA
06/27/2023 - Present
LPL Financial LLC (LAGUNA NIGUEL CA)
CA
04/18/2022 - 06/23/2023
FIDELITY BROKERAGE SERVICES LLC (MISSION VIEJO CA)
CA
04/03/2017 - 03/26/2022
J.P. MORGAN SECURITIES LLC (LAGUNA NIGUEL CA)
BC
Issued 04/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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