Charles Dickinson, financial advisor Harbor Springs MI

Charles Dickinson

CRD Number: 1688810
Current Firm: William Mack & Associates Inc.

Charles Dickinson (CRD# 1688810) is an Investment Advisor Representative working at William Mack & Associates Inc. in Harbor Springs, MI and has over 36 years of experience in the finance industry.

Similar Advisors
Dolores Angus, financial advisor Harbor Springs MI
Dolores A. Angus
CRD# 4799866
Huntington Financial Advisors
Similar Advisors
Betsy Britton, financial advisor Harbor Springs MI
Betsy M. Britton
CRD# 5454842
Principal Securities, Inc.
Similar Advisors
Douglas Brown, financial advisor Harbor Springs MI
Douglas A. Brown
CRD# 1026433
Raymond James Financial Services Advisors, Inc.
Company Name Location Dates Years
William Mack & Associates Troy, MI Dec 2022 - Current 1
Rockport Wealth, Llc Dba Rockport Wealth Advisors Fairview Park, OH Jan 2021 - Current 3
Monitor My Advisor, Llc Dba Clear Disclosure Partners Harbor Springs, MI Jun 2015 - Current 8
Digital Marketing Technology Group, LLC Athens, GA Jun 2013 - Aug 2017 4
Financial Advisor Forensics, LLC Port St Joe, FL Jul 2012 - Sep 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
S65 NASAA Investment Advisors Law Examination Jan 2021
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Charles D. Dickinson
Phone Number: 248-643-4310
Firm Website: http://www.wmack.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    649
    MILLIONS
  • Total Number of Accounts
    846
    ACCOUNTS
  • Average Account Value
    $767,578
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, FL, IL, MI, NC, ND, NY, OH, TX, VA, 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 derived from SEC.gov data covering 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.

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.