William Mack has been Vice President of Executive Financial Services since January 2008, is a control person of the firm and directly owns between 25% and 50% of it.
Executive Financial Services Inc is a Livonia, MI firm with $199M under management, 189 clients and 3 advisers across 2 offices, as of its March 2026 filing.
William Mack’s longest registration is the current one, 16 years at William Mack & Associates Inc since 2010.
- Mutual Fund Management Co– · 2 yearsTroy, MI · Adviser representative · Firm CRD 107538
- William Mack & Associates IncAlso current– present · 16 yearsTroy, MI · Adviser representative · Firm CRD 107377
Investment adviser representative registrations
William Mack is registered as an investment adviser representative in 2 states. The first approvals date from February 2010; the most recent is Texas, in November 2023.
- MichiganSince 4 February 2010
- TexasSince 2 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 25 April 1987 |
| Series 22 | Direct Participation Programs Representative Examination | 6 February 1986 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 January 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 December 1985 |
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 1434254
- Firm
- Executive Financial Services · CRD 110180
- Role
- Vice President
- Office
- 33762 SCHOOLCRAFT, 2ND FLOOR, Livonia, MI 48150
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does William Mack work?
William Mack has been Vice President of Executive Financial Services Inc since January 2008, and is a control person of the firm.
Is William Mack a financial advisor?
Yes. William Mack has a current investment-adviser registration in Michigan and Texas, through Executive Financial Services since September 2012.
How many years of experience does William Mack have?
William Mack has 16 years in the financial industry, since February 2010, across 3 adviser firms.
What exams has William Mack passed?
William Mack has passed 4 licensing exams: the Series 6, Series 63, Series 22 and Series 7. The earliest, the Series 6, was passed in December 1985.
Where is William Mack based?
William Mack’s registered office is in Livonia, MI.
Is William Mack registered with FINRA?
No. William Mack has no current broker registration.
How can I verify William Mack’s record?
Search CRD 1434254 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Mack’s full registration record.