William Mack (CRD# 1434254) is an Investment Advisor Representative working at William Mack & Associates Inc. in Troy, MI and has over 38 years of experience in the finance industry. William Mack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 3151669
Esi Financial Advisors
CRD# 5480510
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Executive Financial Services, Inc. Dba "cnd Financial" | Livonia, MI | Jan 2008 - Current | 16 |
| William Mack & Associates, Inc. | Troy, MI | Apr 1992 - Current | 32 |
| Mutual Fund Management Company | Troy, MI | Oct 2016 - Dec 2018 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
- MI
- TX
-
Total Assets Under Management755MILLIONS
-
Total Number of Accounts852ACCOUNTS
-
Average Account Value$885,895
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IL, MI, NC, ND, NY, OH, TX, VA, WA
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