Charles Dickinson (CRD# 1688810) is an Investment Advisor Representative working at William Mack & Associates Inc. in Harbor Springs, MI and has over 36 years of experience in the finance industry.
CRD# 4799866
Huntington Financial Advisors
CRD# 5454842
Principal Securities, Inc.
CRD# 1026433
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
William Mack & Associates | Troy, MI | Dec 2022 - Current | 1 |
Rockport Wealth, Llc Dba Rockport Wealth Advisors | Fairview Park, OH | Jan 2021 - Current | 3 |
Monitor My Advisor, Llc Dba Clear Disclosure Partners | Harbor Springs, MI | Jun 2015 - Current | 8 |
Digital Marketing Technology Group, LLC | Athens, GA | Jun 2013 - Aug 2017 | 4 |
Financial Advisor Forensics, LLC | Port St Joe, FL | Jul 2012 - Sep 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1987 |
S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
-
Total Assets Under Management755MILLIONS
-
Total Number of Accounts852ACCOUNTS
-
Average Account Value$885,895
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IL, MI, NC, ND, NY, OH, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.