William Macdougall, financial advisor Concord NH
90 score

William Macdougall

CRD Number: 5992869
Current Firm: Lincoln Financial Securities Corporation

William Macdougall (CRD# 5992869) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Concord, NH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Concord, NH Jan 2014 - Current 2
Lincoln Financial Securities Corporation Concord, NH Sep 2011 - Current 5
Cbeyond Burlington, MA Apr 2011 - Aug 2011 < 1
Plymouth State University Plymouth, NH Sep 2010 - Apr 2011 < 1
Plymouth State University Plymouth, NH Sep 2007 - Dec 2010 3
Kings Charter Owners Association Mechanicsville, VA Jul 2007 - Aug 2010 3
Robert Morris University Moon Township, PA Sep 2006 - May 2007 < 1
Atlee High School Mechanicsville, VA Sep 2004 - Oct 2006 2
Ruby Tuesday Glen Allen, VA Mar 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for William R. Macdougall
Phone Number: 800-258-3648
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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