Scott Allen Mcdougal

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 06/2020
  H. Beck, Inc.
  Bethesda, MD
• 03/2020 → 04/2024
  Buckeye Central Local Schools
  New Washington, OH
• 06/2020 → Present
  Lpl Financial Llc
  Sandusky, OH

Previous Registrations

• 2012-01-03 → 2020-06-17
  Grove Point Investments, Llc
  Rockville, MD
  New Washington, OH
• 1999-10-18 → 2011-12-31
  Lpl Financial Llc
  New Washington, OH
  New Washington, OH

Other Businesses

1) 5/2012 - Non-Variable Insurance - SCOTT A. MCDOUGAL - Investment Related - New Washington, OH 44854 2) 3/2014 - For-Profit Board Member - THE UNION BANKING COMPANY - Not Investment Related - 105 E. CENTER ST., WEST MANSFIELD OH 43358 3) 7/2004 - Business Entity For Tax/Investment Purposes Only - SAMTAM VENTURES, LLC - Not Investment Related - 118 W. MANSFIELD ST, NEW WASHINGTON OH 44854 4) 5/2015 - Outside/W-2 Employment - NEW WASHINGTON FIRE AND EMS - Not Investment Related - 119 E. MANSFIELD ST. NEW WASHINGTON OH 44854 5) 1/2012 - DBA for LPL Business (entity for LPL business) - MCDOUGAL FINANCIAL - Investment Related - New Washington OH 44854 6) 3/1999 - Property and Casualty - FRIEDLEY & CO. INSURANCE, AGENCY - Investment Related - New Washington OH 44854 7) 1/2003 - Real Estate Rental - MCDOUGAL FARMS, L.P - Not Investment Related - 118 W. MANSFIELD ST, NEW WASHINGTON OH 44854

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-03-06

Other Names

• Scott Allen Mcdougal