James Mackey is a registered investment advisor at Mach-1 Financial Group, LLC, based in Rogers, AR, with 30 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Retirement Planning, Tax Planning. Their firm serves 1,566 clients with $550M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Estate planning coordination — Up to $10,000 depending on the complexity of your situation, covering the creation of wills, trusts, living wills, and powers of attorney through an online platform.
Location
1001 S. 52nd Street, Suite 100, Rogers, AR, 72758
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
James operates under the DBAs Mackey Financial Group and Mackey Investment Group for his LPL business, dedicating full-time hours. He also provides investment advisory services through Mach 1 Financial Group, LLC, an independent investment advisor firm, spending full-time hours on this activity as well.
Employment History
Current Registrations
Mach-1 Financial Group, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Morgan Stanley
Morgan StanleyBroker
Crews & Associates, INC.Broker
Trustcore Financial Services, INC.
Trustcore Investments, INC.Broker
PowelljohnsonBroker
Amsouth Investment Services, INC.Broker
Invest Financial CorporationBroker
Marketing One Securities, INC.Broker
State Registrations2 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.
Exams
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