Ralph Mason (CRD# 7028851) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Fredericksburg, VA and has over 5 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 |
|---|---|---|---|
| Truist Advisory Services, Inc. | Atlanta, GA | Mar 2021 - Current | 3 |
| Truist Investment Services, Inc. | Fredericksburg, VA | Feb 2021 - Current | 3 |
| Bbtsec | Fredericksburg, VA | Oct 2018 - Feb 2021 | 2 |
| Bb&t | Fredericksburg, VA | Mar 2015 - Oct 2018 | 3 |
| Geico | Fredericksburg, VA | Oct 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- VA
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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, VI, VT, WA, WI, WV, WY
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