Mccollum Christoferson Group, LLC
Mccollum Christoferson Group, LLC (CRD# 268812) is a financial advisory firm headquartered in Amherst, NY. They manage $279,433,739 in 479 accounts and serve the financial needs of clients across 8 states (or territories).
Total Assets Under Management279MILLION
Total Number of Accounts479ACCOUNTS
Average Account Value$583,369
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, MN, NC, NY, TX, VA
William Deacon (CRD# 2227302) is an Investment Advisor Representative working at Mccollum Christoferson Group, LLC in Amherst, NY and has over 23 years of experience in the finance industry. William Deacon 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.