President, Wealth Advisor · Macdougall Financial Counseling
Allan Macdougall
CRD 5259130 · Named on Form ADV at one SEC-registered adviser
At a glance
Macdougall Financial Counseling, an SEC-registered wealth manager based in Delmont, PA with $425 million in regulatory assets, lists Allan Macdougall on its Form ADV as President, Wealth Advisor, a control person.
Firms and roles
- Macdougall Financial CounselingPresident, Wealth AdvisorWealth manager · Delmont, PA · $425M in regulatory assets
AtlasMembers
Allan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Elizabeth L. MacDougallPresident, Wealth Advisor, Chief Compliance Officer, Macdougall Financial Counseling
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Allan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.