Phillip MasonCRD Number: 6246519
Current Firm: Umb Financial Services, Inc.
Phillip Mason (CRD# 6246519) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 3 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Umb Financial Services||Kansas City, MO||Sep 2013 - Current||4|
|Umb||Kansas City, MO||Jun 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management11MILLIONS
Total Number of Accounts30ACCOUNTS
Average Account Value$359,293
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TX, WA, WI