Bruce MasonCRD Number: 4525261
Current Firm: Harvest Financial Advisors, LLC
Bruce Mason (CRD# 4525261) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in Cincinnati, OH and has over 8 years of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|Harvest Financial Advisors, LLC||Cincinnati, OH||Jun 2008 - Current||8|
|Haberer Registered Investment Advisor, Inc.||Cincinnati, OH||Jun 1996 - Jun 2008||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2008|
Total Assets Under Management271MILLIONS
Total Number of Accounts482ACCOUNTS
Average Account Value$562,708
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, IN, KY, NE, OH, TX
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