Steven Mason, financial advisor Aiken SC

Steven Mason

CRD Number: 3017298
Current Firm: State Farm Investment Management Corp.

Steven Mason (CRD# 3017298) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Aiken, SC and has over 21 years of experience in the finance industry.

Similar Advisors
James Adams, financial advisor Aiken SC
James L. Adams
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Robert Adams, financial advisor Aiken SC
Robert K. Adams
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
Similar Advisors
John Allensworth, financial advisor Aiken SC
John G. Allensworth
CRD# 6268621
Ameriprise Financial Services, LLC
Company Name Location Dates Years
State Farm Investment Management Corp. Aiken, SC Jan 2019 - Current 2
Steven Mason Insurance Agency Aiken, SC Apr 2001 - Current 20
State Farm Vp Management Corp. Aiken, SC Sep 1999 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Steven E. Mason
Phone Number: 800-447-0740
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.