Sean Mason (CRD# 6397859) is an Investment Advisor Representative working at Motiv8 Investments LLC in Fresno, CA and has over 9 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Motiv8 Investments LLC | Fresno, CA | Sep 2022 - Current | 1 |
| Resolute Capital Partners | Irving, TX | Sep 2020 - Current | 3 |
| American Retirement Institute | Fresno, CA | Jun 2019 - Current | 4 |
| Fresno Financial Advisors | Fresno, CA | Mar 2018 - Current | 6 |
| Changepath, Llc/creativeone Wealth, LLC | Leawood, KS | Jul 2020 - Sep 2022 | 2 |
| Retirement Wealth Advisors | Fresno, CA | Mar 2017 - Jul 2020 | 3 |
| Mason Financial & Insurance Services | Fresno, CA | Mar 2002 - Mar 2018 | 16 |
| Phi Beta Kapital Investments, Inc. | Fresno, CA | Sep 2014 - Mar 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
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- CA
-
Total Assets Under Management161MILLIONS
-
Total Number of Accounts1,628ACCOUNTS
-
Average Account Value$99,113
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CT, FL, GA, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OK, PA, SC, TX, UT, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.