Vanessa
Mason
Msh Capital Advisors LLC
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About this Advisor
Vanessa Mason is a financial advisor working in Scottsdale, Arizona who has 1 year of relevant experience. Mason is on the advisory team at Msh Capital Advisors LLC. Mason has gained experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Rbc Capital Markets, LLC, Kestra Financial, Inc, Comerica Securities, Lpl Financial, LLC, M. S. Howells & Co and Msh Capital Advisors. Mason maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can serve investors in Arizona. Msh Capital Advisors LLC is a company that has its headquarters in Scottsdale, AZ. The firm has a total of 26 financial advisors. It handles $849 million in total assets across its 1,730 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 1,730 customer accounts, just 6% are held by high-net-worth investors who have at least $1 million in assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely depend on the type of services provided. However, fee types billed by Msh Capital Advisors LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Msh Capital Advisors LLC Brokerage Details
$849,171,465
26
1,730
$490,851
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Vanessa Mason Work History
Vanessa has been registered as a financial advisor for 1 years.*
M. S. Howells & Co
Msh Capital Advisors
Lpl Financial, LLC
Comerica Securities
Kestra Financial, Inc
Rbc Capital Markets, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Vanessa Mason to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Msh Capital Advisors LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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