SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - IAN MCDOUGALL
Laguna Niguel
(800) 462-8328, ext. 4116, option 2
investments@schoolsfirstfcu.org
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Ian McDougall is a Certified Financial Planner™ with over nine years of experience in the financial services industry. Ian is passionate about helping Members understand and plan for their retirement, and he takes great pride in providing exceptional service.
To understand Members’ needs, Ian always makes it a priority to learn everything he needs to know about them. During his first meeting with Members, he explores their goals and vision for the future to help them develop a solid game plan. Some of Ian’s more memorable experiences are helping Members see the potential of retirement, at a time when they are concerned if they will ever be able to retire.
When Ian isn’t helping Members with their financial planning, he enjoys playing ice hockey and golf. He is also a foodie who loves trying new restaurants and recreating dishes at home.
CA Insurance License 0H10823
Ian McDougall is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and SchoolsFirst Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services, and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of SchoolsFirst Federal Credit Union or SchoolsFirst Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.