Yancey W. Mackey
Professional summary
Yancey Williams Mackey, who also goes by Will Mackey, Yancey W Mackey, is a registered financial advisor currently at EASTOVER CAPITAL MANAGEMENT located in Charlotte, North Carolina.
Yancey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Yancey has worked at 12 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Yancey Williams Mackey's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 17, 2011 - Present
EASTOVER CAPITAL MANAGEMENT
Office #1: 509 Fenton Place, Charlotte, NC 28207November 3, 2011 - August 27, 2015
ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC
June 21, 2010 - November 17, 2011
INVESTMENT PROFESSIONALS, INC.
June 21, 2010 - November 17, 2011
INVESTMENT PROFESSIONALS, INC.
September 14, 2007 - June 21, 2010
NEXITY FINANCIAL SERVICES, INC.
December 7, 2005 - January 26, 2007
CETERA INVESTMENT SERVICES LLC
March 24, 2004 - November 17, 2005
RAYMOND JAMES FINANCIAL SERVICES, INC.
June 15, 2001 - March 16, 2004
NATIONWIDE INVESTMENT SERVICES CORPORATION
March 25, 1999 - May 31, 2001
WACHOVIA SECURITIES, INC.
February 22, 1999 - March 16, 1999
WACHOVIA SECURITIES, INC.
January 4, 1999 - February 23, 1999
RAYMOND JAMES FINANCIAL SERVICES, INC.
July 28, 1995 - January 4, 1999
ROBERT THOMAS SECURITIES, INC
March 14, 1995 - August 3, 1995
COMPULIFE INVESTOR SERVICES, INC.
August 20, 1993 - March 3, 1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
August 20, 1993 - March 3, 1995
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
EASTOVER CAPITAL MANAGEMENT
CRD#: 150821 / SEC#: 801-70406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/17/2011)
(9/12/2018)
Exams
Current Firm
EASTOVER CAPITAL MANAGEMENT
CRD#: 150821 / SEC#: 801-70406
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 597 |
| AUM (Assets Under Management) | $ 370,224,842 |
Red Flags
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