William Mack
William Mack is a ChFC-designated registered investment advisor at Planmember Securities Corporation, based in Schenectady, NY, with 35 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Schenectady, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is the owner and president of Financial Institutions Services Corporation of America (DBA-FISC of America), an insurance marketing services/insurance agency, since 1986, dedicating nearly full-time hours to it. He also spends minimal time trading.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Hazard & Siegel, INC.Broker
Wall Street Financial Group, INC.Broker
American Capital CorporationBroker
Polaris Financial Services, INC.Broker
Advest, INC.Broker
Cnl, INC.Broker
Moseley, Hallgarten, Estabrook & Weeden, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.