A. mackenzie Worthington Waggaman
Investment adviser representative at American Investment Services Inc
22 yearsExperience
2 statesRegistered in
$1.1BFirm assets
47 yearsFirm in business
Are you A. mackenzie Worthington Waggaman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- American Investment Services, Inc.Nov 2004 to now
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
American Investment Services Inc
$1.1BAssets managed
378Clients
6Advisers
47 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
- 4742004
- Firm CRD
- 110043