Mason SamuelsCRD Number: 5434340
Current Firm: Gps Wealth Strategies Group, LLC
Mason Samuels (CRD# 5434340) is an Investment Advisor Representative working at Gps Wealth Strategies Group, LLC in Greenwood Village, CO and has over 6 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Fit Financial Consulting LLC
|Gps Wealth Strategies Group, LLC||Greenwood Village, CO||Dec 2016 - Current||1|
|Lpl Financial LLC||Greenwood Village, CO||Dec 2010 - Current||7|
|Aurora Sports Officials||Aurora, CO||Jun 2000 - Aug 2012||12|
|Park Avenue Securities||Greenwood Village, CO||Sep 2009 - Dec 2010||1|
|Guardian Life Insurance Company Of America||Greenwood Village, CO||Jul 2009 - Dec 2010||1|
|Hull & Company, Inc.||Greenwood Village, CO||Mar 2008 - Aug 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management115MILLIONS
Total Number of Accounts807ACCOUNTS
Average Account Value$142,942
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, ID, IL, LA, NE, NM, NV, TX, UT, WA
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