Jennie Spurlock (CRD# 6664949) is an Investment Advisor Representative working at William Mack & Associates Inc. in Troy, MI and has over 7 years of experience in the finance industry. Jennie Spurlock 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# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| William Mack & Associates, Inc. | Troy, MI | Apr 2019 - Current | 5 |
| Spurlock Farms Too | Stratford, TX | Aug 2018 - Apr 2019 | < 1 |
| Plante Moran Financial Advisors | Southfield, MI | Aug 2014 - Jul 2018 | 3 |
| Spurlock Farms Too | Stratford, TX | May 2014 - Aug 2014 | < 1 |
| Texas Tech University | Lubbock, TX | Aug 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- 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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