William Mack & Associates Inc.
William Mack & Associates Inc. (CRD# 107377) is a financial advisory firm headquartered in Troy, MI. They manage $573,419,409 in 744 accounts and serve the financial needs of clients across 8 states (or territories).
-
Total Assets Under Management573MILLION
-
Total Number of Accounts744ACCOUNTS
-
Average Account Value$770,725
- 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, NY, SC, TX
Frank Arvai (CRD# 4363727) is an Investment Advisor Representative working at William Mack & Associates Inc. in Troy, MI and has 1 year of experience in the finance industry. Frank Arvai 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.
Theodore Bugenski (CRD# 2167202) is an Investment Advisor Representative working at William Mack & Associates Inc. in Troy, MI and has over 29 years of experience in the finance industry. Theodore Bugenski 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.
James Duronio (CRD# 2424172) is an Investment Advisor Representative working at William Mack & Associates Inc. in Longwood, FL and has over 10 years of experience in the finance industry.
Richard Keil (CRD# 6806528) is an Investment Advisor Representative working at William Mack & Associates Inc. in Southfield, MI and has 1 year of experience in the finance industry.
Kenneth Klegon (CRD# 1139339) is an Investment Advisor Representative working at William Mack & Associates Inc. in Greenville, SC and has over 37 years of experience in the finance industry. Kenneth Klegon 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.
William Mack (CRD# 1434254) is an Investment Advisor Representative working at William Mack & Associates Inc. in Troy, MI and has over 34 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.
Gino Paliaroli (CRD# 6765841) is an Investment Advisor Representative working at William Mack & Associates Inc. in Troy, MI and has 1 year of experience in the finance industry. Gino Paliaroli 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.
Linda Smith (CRD# 6765666) is an Investment Advisor Representative working at William Mack & Associates Inc. in Troy, MI and has 1 year of experience in the finance industry. Linda Smith 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.
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.