James
Mackey

Mach-1 Financial Group, LLC

CRD#2634808
Investment Advisor
in Rogers, AR

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About this Advisor

James Mackey is a financial advisor working in Rogers, Arkansas who has 1 year of industry experience. Mackey is currently employed by Mach-1 Financial Group, LLC. Throughout their career, they have worked at Lpl Financial, LLC, Mach-1 Financial Group, LLC and Morgan Stanley. Mackey maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arkansas and Texas. Mach-1 Financial Group, LLC is an advisory company operating out of Rogers, AR. It oversees $271 million in total assets between its 2,827 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 2,827 client accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business performs a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely are based on the financial services. However, fees charged by Mach-1 Financial Group, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1001 S. 52Nd Street Suite 100
Rogers, AR 72758

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Mach-1 Financial Group, LLC Brokerage Details

Total Assets Under Management

$270,638,362

AR Average: $880,205,985
Total Number of Employees

16

AR Average: 42
Total Number of Accounts

2,827

AR Average: 1,714
Average Account Size

$95,733

AR Average: $513,539

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

James Mackey Work History

James has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mach-1 Financial Group, LLC

2017 - Present (7 years)

Lpl Financial, LLC

2011 - 2017 (6 years)

Morgan Stanley

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Mackey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mach-1 Financial Group, LLC

Matthew Walters
Rogers, AR
James Mackey
Rogers, AR
David Lee
Rogers, AR
Elijah Freeman
Rogers, AR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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