Charles David Dickinson
Investment adviser representative at William Mack & Associates Inc
13 yearsExperience
1 stateRegistered in
$1BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- William Mack & Associates IncDec 2022 to now
- Monitor My Advisor, LLC dba Clear Disclosure PartnersJun 2015 to now
- Rockport Wealth, LLC dba Rockport Wealth AdvisorsJan 2021 to May 2025
- Digital Marketing Technology Group, LLCJun 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
William Mack & Associates Inc
$1BAssets managed
965Clients
12Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1688810
- Firm CRD
- 107377