David
Odiorne
Mason Investment Advisory Services Inc
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About this Advisor
David Odiorne is a financial advisor based in Reston, Virginia, working with Mason Investment Advisory Services Inc. David has previously held positions at Mason Securities, Inc and Mason Investment Advisory Services, Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Florida, Illinois, Texas, and Virginia. Currently, David is part of Mason Investment Advisory Services Inc, which operates out of Reston, Virginia. The firm has 79 employees and manages assets totaling $12.2 billion. The firm 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, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mason Investment Advisory Services Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mason Investment Advisory Services Inc Brokerage Details
$12,155,269,613
79
1,027
$11,835,706
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
David Odiorne Work History
Mason Securities, Inc
Mason Investment Advisory Services, Inc
Disclosures
Please visit the SEC profile of David Odiorne 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 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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