Samuel Mason, financial advisor Holland MI

Samuel Mason

CRD Number: 2755456
Current Firm: S.a. Mason, LLC

Samuel Mason (CRD# 2755456) is an Investment Advisor Representative working at S.a. Mason, LLC in Holland, MI and has over 27 years of experience in the finance industry. Samuel Mason has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
S.a. Mason LLC Holland, MI Aug 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1996
Contact Info for Samuel A. Mason
Phone Number: 616-355-3500
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    454
    MILLIONS
  • Total Number of Accounts
    658
    ACCOUNTS
  • Average Account Value
    $690,359
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, IL, MI, TX

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