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Zachary Macdougall
14 Years of Experience
San Diego, CA
1 DisclosureBrokerSells Insurance
Zachary Macdougall is a registered investment advisor, based in San Diego, CA, with 14 years of industry experience.
Location
San Diego, CA
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Regulatory History (1)
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Customer Dispute
September 2016Denied
Other Business ActivitiesSells Insurance
Zachary is an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance since 2014, dedicating a few hours per week. He also owns MacDougall Financial Planning Corp and works as a financial professional for North Star Resource Group, spending nearly full-time hours and minimal time, respectively, on these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
May 2013 - August 2023 · 10 yrs 3 mos
Cri Securities, LLC
May 2013 - October 2021 · 8 yrs 5 mos
Securian Financial Services, INC.Broker
July 2011 - August 2023 · 12 yrs 1 mo
Cri Securities, LLCBroker
July 2011 - October 2021 · 10 yrs 3 mos
State Registrations28 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.