Blaine
Homan
Mason Investment Advisory Services Inc
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About this Advisor
Blaine Homan is a financial advisor based out of Reston, Virginia with 1 year of relevant experience. Homan works at Mason Investment Advisory Services Inc. Over the course of their career, Homan has held roles at Domani Wealth LLC, Kurtz, Connor, Browning, & Phillips, LLC, Shenandoah Valley Golf Club, Chick-Fil-A, Virginia Polytechnic Institute And State University, Winchester Public Schools, West Virginia University and Mason Securities, Inc. Homan maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Virginia. Mason Investment Advisory Services Inc is a registered investment business headquartered in Reston, VA. The firm has a total of 78 financial advisors. It manages $10 billion in assets across its 827 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 62 charitable organizations. Of its 827 customer accounts, 64% are associated with high-net-worth individuals who have more than $1 million in investable assets. Mason Investment Advisory Services Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually depend on the services. Fees charged by Mason Investment Advisory Services Inc most likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mason Investment Advisory Services Inc Brokerage Details
$10,094,475,873
78
827
$12,206,138
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Blaine Homan Work History
Blaine has been registered as a financial advisor for 1 years.*
Mason Securities, Inc
Domani Wealth LLC
Kurtz, Connor, Browning, & Phillips, LLC
Shenandoah Valley Golf Club
Virginia Polytechnic Institute And State University
West Virginia University
Chick-Fil-A
Winchester Public Schools
*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 Blaine Homan 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 Mason Investment Advisory Services Inc
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
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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