Mason Marshburn (CRD# 6775088) is an Investment Advisor Representative working at Next Financial Group, Inc. in Chico, CA and has over 2 years of experience in the finance industry.
CRD# 4490072
Raymond James Financial Services Advisors, Inc.
CRD# 1103250
Stifel, Nicolaus & Company, Incorporated
CRD# 2378665
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Norcal Financial | Chico, CA | Mar 2017 - Current | 7 |
| Unemployed | Chico, CA | Nov 2016 - Mar 2017 | < 1 |
| Ustc | Chico, CA | Jun 2015 - Nov 2016 | 1 |
| Unemployed | Chico, CA | Dec 2015 - Mar 2016 | < 1 |
| Mcdonalds | Chico, CA | Apr 2015 - Dec 2015 | < 1 |
| Unemployed | Chico, CA | May 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- CA
-
Total Assets Under Management3,522MILLIONS
-
Total Number of Accounts17,352ACCOUNTS
-
Average Account Value$202,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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