First Mason Financial, LLC
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About this Advisor
Daniel Mason is a financial advisor working out of Medina, Ohio with a total of 1 year of relevant experience. Mason is an advisor for First Mason Financial, LLC. Over the course of their career, Mason has held roles at Triad Advisors, Inc and First Mason Financial, LLC. Mason has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Ohio and Texas. First Mason Financial, LLC is an advisory company that has its headquarters in Medina, OH. It oversees $148 million in assets among its 672 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 672 accounts, just 14% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fee types charged by First Mason Financial, LLC typically consist of asset-based fees.
Certifications and Registrations
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First Mason Financial, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Daniel Mason Work History
Daniel has been registered as a financial advisor for 1 years.*
Triad Advisors, Inc
First Mason Financial, 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.
Please visit the SEC profile of Daniel 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 First Mason Financial, LLC
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 firstname.lastname@example.org.
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