Mark
Dougal

Go Wealth Management

CRD#4659447
Investment Advisor
in Nampa, ID

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About this Advisor

Mark Dougal is a financial advisor based in Nampa, Idaho, working with Go Wealth Management. Mark has previously held positions at World Financial Group, Inc, Idaho High School Athletic Assoc, Flying Pig Pottery, Mark Dougal Design, Trinity Group Resources, Inc, Cja And Associates, Transamerica Financial Advisors, Inc, Mark Dougal, Inc, Shared Resources, LLC, and O'Connell Investments And Insurance Services, LLC. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho. Currently, Mark is part of Go Wealth Management, which operates out of Nampa, Idaho. The firm has 5 offices and 7 employees. The firm manages assets totaling $121.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Go Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Nampa, ID

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Go Wealth Management Brokerage Details

Total Assets Under Management

$121,770,792

ID Average: $1,120,203,312
Total Number of Employees

7

ID Average: 50
Total Number of Accounts

368

ID Average: 1,309
Average Account Size

$330,899

ID Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Mark Dougal Work History

2021 - Present (4 years)

O'Connell Investments And Insurance Services, LLC

2012 - Present (13 years)

Transamerica Financial Advisors, Inc

2012 - Present (13 years)

Mark Dougal, Inc

2012 - Present (13 years)

Shared Resources, LLC

2005 - Present (20 years)

Mark Dougal Design

2002 - Present (23 years)

World Financial Group, Inc

2005 - 2020 (15 years)

Flying Pig Pottery

2005 - 2020 (15 years)

Trinity Group Resources, Inc

2004 - 2020 (16 years)

Cja And Associates

1998 - 2020 (22 years)

Idaho High School Athletic Assoc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mark Dougal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Go Wealth Management

Andrea Whitmire
Eugene, OR
Brenda Stein
Eugene, OR
Christopher Berry
Elmira, OR
Robert Wisnovsky
Eugene, OR
Donald Watson
Medford, OR
Darin Swall
Eugene, OR
Collin Bryce
Eugene, OR
Gwendolyn O'Connell
Eugene, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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