William Mack
CFP®Professional Summary
William Mack, CFP®, who also goes by Bill Mack, is a registered financial advisor currently at WILLIAM MACK & ASSOCIATES INC located in Troy, Michigan and CND FINANCIAL located in Livonia, Michigan. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. William has worked at 6 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Mack
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
MACK WILLIAM & ASSOCIATES INC | WILLIAM MACK & ASSOCIATES INC
Contact Information
Main Address
1301 W. Long Lake Rd., Suite 115, Troy, MI 48098Phone Number
(248) 643-4310# of Employees
22SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
952AUM (Assets Under Management)
$1,034,607,199Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
MACK WILLIAM & ASSOCIATES INC | WILLIAM MACK & ASSOCIATES INC
State Registrations and Notice Filings
(2/4/2010)
(11/2/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Feb 1986About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1985About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William Mack's CRS (Customer Relationship Summary).
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