Zachary
Mason

Verus Capital Partners, LLC

CRD#5871058
Investment Advisor
in Mesa, AZ

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About this Advisor

Zachary Mason is a financial advisor based in Mesa, Arizona, who has 8 years of industry experience. Mason currently works for Verus Capital Partners, LLC. Their career trajectory has included roles at Securities America, Inc, Verus Capital Partners, LLC and Lpl Financial, LLC. Mason holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Arizona, California and Texas. Verus Capital Partners, LLC is a business headquartered in Scottsdale, AZ. The company has offices in 27 locations and a total of 47 financial advisors. It controls $948 million in total assets between its 4,226 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm advises 12 charities and foundations. Of its 4,226 accounts, just 5% are held by high-net-worth individuals who have at least $1 million in assets. Verus Capital Partners, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely depend on the services provided. Fees charged by Verus Capital Partners, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14301 N 87Th St #307
Mesa, AZ 85206

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Verus Capital Partners, LLC Brokerage Details

Total Assets Under Management

$948,186,511

AZ Average: $1,555,372,352
Total Number of Employees

47

AZ Average: 37
Total Number of Accounts

4,226

AZ Average: 1,370
Average Account Size

$224,370

AZ Average: $1,135,308

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Zachary Mason Work History

Zachary has been registered as a financial advisor for 8 years.*

2020 - Present (4 years)

Lpl Financial, LLC

2012 - Present (12 years)

Verus Capital Partners, LLC

2011 - 2020 (9 years)

Securities America, Inc

*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 Zachary 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 Verus Capital Partners, LLC

Yueh-Hwa Lee
Pasadena, CA
Robyn Kreuer
Scottsdale, AZ
Betsy Merritt
San Diego, CA
Marty Block
Mesa, AZ
Grant Starkey
San Marcos, CA
Mark Tang
Mesa, AZ
Satenik Nshanyan
Northridge, CA
Luis Cabuto
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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