Charles
Dickinson
William Mack & Associates Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Charles Dickinson is a financial advisor operating in Harbor Springs, Michigan who has 1 year of relevant experience. Dickinson is an employee of William Mack & Associates Inc. Throughout their career, Dickinson has worked at Digital Marketing Technology Group, LLC, Monitor My Advisor, LLC Dba Clear Disclosure Partners, Rockport Wealth, LLC Dba Rockport Wealth Advisors, Financial Advisor Forensics, LLC and William Mack & Associates. Dickinson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. William Mack & Associates Inc is a company based out of Troy, MI. The firm has offices in 19 locations and a total of 14 people on staff. It controls $649 million in total assets between its 846 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 846 accounts, 20% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules vary depending on which services the firm provides the client. Fees billed by William Mack & Associates Inc can be comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
William Mack & Associates Inc Brokerage Details
$649,371,000
14
846
$767,578
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Charles Dickinson Work History
Charles has been registered as a financial advisor for 1 years.*
William Mack & Associates
Rockport Wealth, LLC Dba Rockport Wealth Advisors
Monitor My Advisor, LLC Dba Clear Disclosure Partners
Digital Marketing Technology Group, LLC
Financial Advisor Forensics, LLC
*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 Charles Dickinson 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 William Mack & Associates Inc
Longwood, FL
Harbor Springs, MI
Greenville, SC
Troy, MI
Troy, MI
Troy, MI
Troy, MI
Troy, MI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
