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Macdougall Financial Counseling CRD 104644
$425M regulatory AUM 124 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2364 Route 66, Delmont, PA 15626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macdougall Financial Counseling | Delmont | PA | 03/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-02 |
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