A. Mackenzie Waggaman, financial advisor Great Barrington MA

A. Mackenzie Waggaman

CRD Number: 4742004
Current Firm: American Investment Services Inc.

A. Mackenzie Waggaman (CRD# 4742004) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 20 years of experience in the finance industry.

Similar Advisors
Robert Abel, financial advisor Great Barrington MA
Robert G. Abel
CRD# 4397867
Commonwealth Financial Network
Similar Advisors
Renee Amochaev, financial advisor Great Barrington MA
Renee E. Amochaev
CRD# 3253371
Fiscal Wisdom Wealth Management LLC
Similar Advisors
Djemal Araniti, financial advisor Great Barrington MA
Djemal E. Araniti
CRD# 3092087
Lpl Financial LLC
Company Name Location Dates Years
American Investment Services, Inc. Great Barrington, MA Nov 2004 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2004
Contact Info for A. Mackenzie W. Waggaman
Phone Number: 888-528-1216
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    1,203
    MILLIONS
  • Total Number of Accounts
    1,492
    ACCOUNTS
  • Average Account Value
    $806,600
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, CT, FL, GA, IL, IN, LA, MA, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, VT, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.