Bernard Mahon (CRD# 1478454) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fredericksburg, VA and has over 37 years of experience in the finance industry.
CRD# 5121200
Lpl Financial LLC
CRD# 5756796
Equitable Advisors, LLC
CRD# 1349581
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlantic Union Financial Consultants, Llc/aub Wealth Management | Fredericksburg, VA | Mar 2021 - Current | 3 |
| Atlantic Union Bank | Fredericksburg, VA | May 2019 - Current | 5 |
| Union Investment Services | Fredericksburg, VA | Apr 2017 - Current | 7 |
| Raymond James Financial Services Advisors, Inc. | Fredericksburg, VA | Jan 2009 - Current | 15 |
| Beverley Run LLC | Fredericksburg, VA | Jan 2006 - Current | 18 |
| Raymond James Financial Services, Inc. | Bowling Green, VA | Jan 1999 - Current | 25 |
| #ia Raymond James Financial Services, In | Bowling Green, VA | Jan 1999 - Current | 25 |
| Mahan Family, Llc - Real Estate | Fredericksburg, VA | Jan 1999 - Current | 25 |
| Union Investment Services | Fredricksburg, VA | Mar 1995 - Current | 29 |
| Middleburg Investment Services Llc Dba Middleburg Financial | Fredericksburg, VA | Apr 2017 - Feb 2021 | 3 |
| Union Bank Trust Division | Fredericksburg, VA | Jan 2015 - May 2019 | 4 |
| Union Bank & Trust | Fredericksburg, VA | Jun 2014 - May 2019 | 4 |
| Union Bank | Fredericksburg, VA | Mar 1995 - May 2019 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1986 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1996 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- VA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
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