Elizabeth Macdougall, financial advisor Delmont PA

Elizabeth Macdougall

CRD Number: 7171498
Current Firm: Macdougall Financial Counseling

Elizabeth Macdougall (CRD# 7171498) is an Investment Advisor Representative working at Macdougall Financial Counseling in Delmont, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Aldrich Capital Partners Vienna, VA Jan 2019 - Jul 2019 < 1
Extended Travel Varied, PA Jun 2018 - Nov 2018 < 1
Whitewater Adventures Ohiopyle, PA May 2015 - Jul 2018 3
Full Time Education Richmond, VA Jul 2014 - May 2018 3
Xo Group New York, NY Jun 2017 - Aug 2017 < 1
Full Time Education Southborough, MA Jul 2010 - Jul 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Elizabeth L. Macdougall
Phone Number: 724-468-1300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    380
    MILLIONS
  • Total Number of Accounts
    401
    ACCOUNTS
  • Average Account Value
    $947,549
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, PA

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