Jennie Spurlock, financial advisor Troy MI

Jennie Spurlock

CRD Number: 6664949
Current Firm: William Mack & Associates Inc.

Jennie Spurlock (CRD# 6664949) is an Investment Advisor Representative working at William Mack & Associates Inc. in Troy, MI and has over 4 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.

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Esi Financial Advisors
Professional Designations
Company Name Location Dates Years
William Mack & Associates, Inc. Troy, MI Apr 2019 - Current 1
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
Financial Advisory Group Inc. Houston, TX May 2013 - Aug 2013 < 1
Quadcap Wealth Management LLC Frisco, TX May 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2016
Contact Info for Jennie S. Spurlock
Phone Number: 248-643-4310
Firm Website: http://www.wmack.com
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    573
    MILLIONS
  • Total Number of Accounts
    744
    ACCOUNTS
  • Average Account Value
    $770,725
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, NY, SC, TX

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