Natalie Mason, financial advisor Eustis FL
86 score

Natalie Mason

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

Natalie Mason (CRD# 4626960) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Eustis, FL and has over 15 years of experience in the finance industry. Natalie Mason has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Suntrust Bank, Inc. Eustis, FL Feb 2017 - Current 1
Suntrust Investment Services, Inc. Atlanta, GA Feb 2017 - Current 1
Suntrust Advisory Services Atlanta, GA Aug 2016 - Current 1
Suntrust Investment Services, Inc. Atlanta, GA Jul 2012 - Feb 2017 4
Suntrust Bank Eustis, FL Jul 2012 - Feb 2017 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
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: 404-827-6461
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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
86

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