Natalie Mason, financial advisor Eustis FL
83 score

Natalie Mason

CRD Number: 4626960
Current Firm: Suntrust Investment Services, Inc.

Natalie Mason (CRD# 4626960) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Eustis, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Jul 2012 - Current 4
Suntrust Bank Eustis, FL Jul 2012 - Current 4
Triad Advisors, Inc. Norcross, GA Oct 2008 - Jul 2012 3
Jackson Wealth Management, LLC Heathrow, FL Jun 2008 - Jul 2012 4
Raymond James Financial Services Heathrow, FL Oct 2006 - Oct 2008 2
The Prudential Insurance Company Of America Orlando, FL Jan 2003 - Oct 2006 3
Pruco Securities Corp. Orlando, FL Jan 2003 - Oct 2006 3
Bank Of America Inv. Leesburg, FL Feb 2004 - Sep 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Natalie R. Mason
Phone Number: 404-813-8981
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
83

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