Mason Clelland, financial advisor Houston TX
90 score

Mason Clelland

CRD Number: 6103595
Current Firm: International Assets Investment Management, LLC

Mason Clelland (CRD# 6103595) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Houston, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
International Assets Advisory Orlando, FL Apr 2015 - Current 1
Wunderlich Securities, Inc. Memphis, TN Sep 2014 - Mar 2015 < 1
Lpl Financial, LLC Houston, TX May 2014 - Sep 2014 < 1
Invesco Advisers, Inc. Atlanta, GA Sep 2012 - May 2014 1
Invesco Distributors, Inc. Houston, TX Jul 2012 - May 2014 1
Swift Worldwide Resources Houston, TX Jun 2012 - Jul 2012 < 1
University Of Notre Dame Notre Dame, IN Aug 2008 - May 2012 3
The Kinkaid School Houston, TX Aug 1993 - May 2008 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Mason B. Clelland
Phone Number: 407-254-1516
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    198
    MILLIONS
  • Total Number of Accounts
    1,014
    ACCOUNTS
  • Average Account Value
    $195,064
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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