Mason McEvers (CRD# 6586948) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Alton, IL and has over 6 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab & Company, Inc. | Alton, IL | Dec 2022 - Current | 1 |
Td Ameritrade, Inc. | St Louis, MO | Feb 2018 - Dec 2022 | 4 |
Scottrade, Inc. | St. Louis, MO | Jun 2017 - Sep 2018 | 1 |
Scottrade, Inc. | Cape Girardeau, MO | Aug 2016 - Jun 2017 | < 1 |
Ronald Mcevers Trucking | Wrights, IL | May 2016 - Aug 2016 | < 1 |
Southeast Missouri State University | Cape Girardeau, MO | Jan 2016 - Jun 2016 | < 1 |
Northwestern Mutual | Cape Girardeau, MO | Jan 2016 - May 2016 | < 1 |
Southeast Missouri State University | Cape Girardeau, MO | Sep 2015 - May 2016 | < 1 |
Southeast Missouri State University | Cape Girardeau, MO | Aug 2015 - Dec 2015 | < 1 |
Raging Rivers Waterpark | Grafton, IL | May 2015 - Aug 2015 | < 1 |
Southeast Missouri State University | Cape Girardeau, MO | Aug 2014 - May 2015 | < 1 |
Raging Rivers Waterpark | Grafton, IL | May 2014 - Aug 2014 | < 1 |
Southeast Missouri State University | Cape Girardeau, MO | Aug 2013 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2017 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- MO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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 derived from SEC.gov data covering 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.
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.