Andrew MasonCRD Number: 5066378
Current Firm: Sa Stone Investment Advisors Inc.
Andrew Mason (CRD# 5066378) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Birmingham, AL and has over 15 years of experience in the finance industry.
Canterbury Investment Advisors LLC
Nbc Securities, Inc.
Wells Fargo Clearing Services, LLC
|Sa Stone Investment Advisory||Michigan City, IN||Dec 2019 - Current||2|
|Sa Stone Wealth Management||Michigan City, IN||Dec 2019 - Current||2|
|The Pinnacle Benefits Group||Michigan City, IN||Feb 2017 - Current||4|
|Ivy Tech Community College||Michigan City, IN||Aug 2015 - Current||6|
|Noblechem Resources, Inc.||Laporte, IN||Jul 2010 - Current||11|
|Aim Financial Freedom, Inc.||Michigan City, IN||Jul 2007 - Current||14|
|Independent Insurance Agent||Michigan City, IN||Apr 2006 - Current||15|
|Quest Capital Strategies, Inc.||Lake Forest, CA||Sep 2009 - Dec 2019||10|
|Financial Gravity||Michigan City, IN||Apr 2017 - Aug 2017||< 1|
|Lost Dunes Golf Club||Laporte, IN||Jun 2015 - Aug 2017||2|
|Ivy Tech||Michigan City, IN||Jan 2010 - May 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management2,078MILLIONS
Total Number of Accounts8,484ACCOUNTS
Average Account Value$244,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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.