William Mack
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Mack's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1987
Experience
February 4, 2010 - Present
WILLIAM MACK & ASSOCIATES INC
Office #1: 1301 W. Long Lake Rd., Suite 115, Troy, MI 48098September 20, 2012 - Present
CND FINANCIAL
Office #1: 33762 Schoolcraft 2nd Floor, Livonia, MI 48150October 12, 2016 - December 31, 2018
MUTUAL FUND MANAGEMENT CO
January 6, 1992 - November 29, 2002
VESTAX SECURITIES CORPORATION
May 15, 1986 - January 7, 1992
KEOGLER, MORGAN & COMPANY, INC.
January 15, 1986 - May 27, 1986
MUTUAL SERVICE CORPORATION
Primary Firm SEC Registration
WILLIAM MACK & ASSOCIATES INC
CRD#: 107377 / SEC#: 801-42259
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/4/2010)
(11/2/2023)
Exams
Current Firm
WILLIAM MACK & ASSOCIATES INC
CRD#: 107377 / SEC#: 801-42259
Contact information
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 983 |
| AUM (Assets Under Management) | $ 820,394,535 |
Red Flags
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