John
Mason
Mason & Associates, LLC
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About this Advisor
John Mason is a financial advisor based in Newport News, Virginia, working with Mason & Associates, LLC. John has previously held positions at Centaurus Financial, Inc, Mason & Associates, LLC, and John M. Mason Financial Inc. John has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, John is part of Mason & Associates, LLC, which operates out of Newport News, Virginia. The firm has 9 employees and manages assets totaling $319.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Mason & Associates, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mason & Associates, LLC Brokerage Details
$318,969,574
9
1,311
$243,302
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
John Mason Work History
Mason & Associates, LLC
Centaurus Financial, Inc
John M. Mason Financial Inc
Disclosures
Please visit the SEC profile of John 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 Mason & Associates, LLC
Newport News, VA
Newport News, VA
Newport News, VA
Newport News, VA
Newport News, 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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