Linda
Smith
William Mack & Associates Inc
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About this Advisor
Linda Smith is a certified financial planner who works in Troy, Michigan who has 6 years of industry experience. Smith is an employee of William Mack & Associates Inc. They have been employed by William Mack & Associates Inc for their complete career. Smith can work in Michigan. William Mack & Associates Inc is a registered investment business based out of Troy, MI. The firm has offices in 19 locations and a total of 14 financial advisors. It manages $649 million in assets across its 846 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 846 accounts, 20% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services usually vary depending on which services the firm provides the client. However, fee types charged by William Mack & Associates Inc can include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Linda Smith Work History
Linda has been registered as a financial advisor for 6 years.*
William Mack & Associates, Inc
*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 Linda Smith 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
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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.
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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.
