William Mack, financial advisor Troy MI
96 score

William Mack

CRD Number: 1434254
Current Firm: William Mack & Associates Inc.

William Mack (CRD# 1434254) is an Investment Advisor Representative working at William Mack & Associates Inc. in Troy, MI and has over 32 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.

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Professional Designations
Company Name Location Dates Years
Mutual Fund Management Company Troy, MI Oct 2016 - Current 1
Executive Financial Services, Inc. Livonia, MI Jan 2008 - Current 10
William Mack & Associates, Inc. Troy, MI Apr 1992 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
Contact Info for William Mack
Phone Number: 248-643-4310
Firm Website: http://www.wmack.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    467
    ACCOUNTS
  • Average Account Value
    $655,417
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

CA, FL, IL, MI, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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