Mason Garner (CRD# 2849041) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fredericksburg, VA and has over 27 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 Aubwealth Mgnt | Fredericksburg, VA | May 2019 - Current | 4 |
| Atlantic Union Bank | Fredericksburg, VA | May 2019 - Current | 4 |
| Atlantic Union Bank | Fredericksburg, VA | May 2019 - Current | 4 |
| Union Investmemt Services | Fredericksburg, VA | Apr 2014 - Current | 10 |
| Raymond James Financial Services Advisors, Inc. | Fredericksburg, VA | Jan 2009 - Current | 15 |
| Union Investment Services | Fredericksburg, VA | Sep 2008 - Current | 15 |
| Union Bank | Fredericksburg, VA | Sep 2008 - Current | 15 |
| Raymond James Financial Services, Inc. | Fredericksburg, VA | Aug 2008 - Current | 15 |
| Union Inivestment Services | Fredericksburg, VA | May 2017 - May 2019 | 2 |
| Union Bank & Trust | Fredericksburg, VA | Apr 2014 - May 2019 | 5 |
| Union Bank & Trust/trust Division | Fredericksburg, VA | Jan 2016 - May 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2002 |
- 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
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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