Ryan Mason (CRD# 6648373) is an Investment Advisor Representative working at Mason Wealth Strategies in Cumming, GA and has over 8 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 1742325
Edward Jones
CRD# 5828415
Ajax Capital Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mason Wealth Strategies, LLC | Johns Creek, GA | Feb 2020 - Current | 4 |
| Artisan Financial Strategies | Alpharetta, GA | Feb 2018 - Feb 2020 | 2 |
| Unemployed | Johns Creek, GA | Aug 2017 - Jan 2018 | < 1 |
| Northwestern Mutual Investment Services LLC | Atlanta, GA | Nov 2016 - Jul 2017 | < 1 |
| Etrade Financial | Alpharetta, GA | May 2016 - Oct 2016 | < 1 |
| The Hartford Insurance Group | Alpharetta, GA | Oct 2008 - May 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2015 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- GA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$133,333
- 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
GA
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