Christopher
Mason
Sowell Management
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About this Advisor
Christopher Mason is a financial advisor based in Minneapolis, Minnesota, working with Sowell Management. Christopher has previously held positions at Concert Wealth Management, Inc and Sowell Financial Services, LLC. Christopher has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Minnesota. Currently, Christopher is part of Sowell Management, which operates out of Minneapolis, Minnesota. The firm has 70 offices and 157 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sowell Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sowell Management Brokerage Details
$3,329,402,135
157
13,257
$251,143
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Christopher Mason Work History
Sowell Financial Services, LLC
Concert Wealth Management, Inc
Disclosures
Please visit the SEC profile of Christopher 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 Sowell Management
Marlton, NJ
Houston, TX
North Little Rock, AR
Colonia, NJ
North Little Rock, AR
Gig Harbor, WA
North Little Rock, AR
Cayucos, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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