Elizabeth Laughlin Macdougall
Investment adviser representative at Macdougall Financial Counseling
5 yearsExperience
1 stateRegistered in
$424.8MFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
5 years in the industry.
- Macdougall Financial CounselingNov 2019 to now
- Aldrich Capital PartnersJan 2019 to Jul 2019
- Extended TravelJun 2018 to Nov 2018
- Xo GroupJun 2017 to Aug 2017
- Whitewater AdventuresMay 2015 to Jul 2018
- Full Time EducationJul 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Macdougall Financial Counseling
$424.8MAssets managed
124Clients
4Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7171498
- Firm CRD
- 104644