Michael
Mason

Mason & Associates, LLC

CRD#1663788
Investment Advisor
in Newport News, VA

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About this Advisor

Michael Mason is a financial advisor based in Newport News, Virginia, working with Mason & Associates, LLC. Michael has previously held positions at Centaurus Financial, Inc and Mason & Associates, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Michael 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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2 Bayport Way Suite 110
Newport News, VA 23606

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Mason & Associates, LLC Brokerage Details

Total Assets Under Management

$318,969,574

VA Average: $1,835,309,194
Total Number of Employees

9

VA Average: 32
Total Number of Accounts

1,311

VA Average: 1,458
Average Account Size

$243,302

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Michael Mason Work History

2010 - Present (14 years)

Mason & Associates, LLC

2003 - 2020 (17 years)

Centaurus Financial, Inc

Disclosures

Please visit the SEC profile of Michael 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

Benjamin Raikes
Newport News, VA
Thomas Blackburn
Newport News, VA
John Mason
Newport News, VA
Kenneth Mason
Newport News, VA
Michael Mason
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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