Andrew Macdougall is a CFP, ChFC-designated registered investment advisor, based in Clearwater, FL, with 10 years of industry experience.
Location
4755 East Bay Drive, Clearwater, FL, 33764
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is dually registered as an investment advisor representative and spends nearly full-time addressing advisory business matters. He is also an insurance agent, dedicating minimal time to this role.
Employment History
Current Registrations
Ridgeback Securities, LTDBroker
Csenge Advisory Group, LLC
Previous Registrations
Integrity Alliance, LLC.Broker
Lion Street Financial, LLCBroker
Lion Street Advisors, LLC
Keenan Financial
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.