Kenneth MasonCRD Number: 1823017
Current Firm: Sagepoint Financial, Inc.
Kenneth Mason (CRD# 1823017) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Hamilton City, CA and has over 18 years of experience in the finance industry.
Cw Does Business Under The Dba The O'donnell Group
Securities America Advisors, Inc.
Valic Financial Advisors, Inc.
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Current||9|
|American General Life Insurance Company||Chico, CA||Sep 1986 - Current||31|
|Aig Financial Advisors, Inc.||Chico, CA||Oct 2008 - Jan 2009||< 1|
|American General Securities Incorporated||Chico, CA||Mar 1988 - Oct 2008||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 1999|
Total Assets Under Management5,165MILLIONS
Total Number of Accounts25,703ACCOUNTS
Average Account Value$200,939
- 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
- 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
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