Catherine Mcdougall is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bremerton, WA, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Bremerton, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Catherine operates McDougall Wealth Strategies as a DBA for her LPL business since 2019. She dedicates about half of her time to this, with about 20 hours per month during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations7 states
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