William MasonCRD Number: 1285286
Current Firm: Investment Advisors
William Mason (CRD# 1285286) is an Investment Advisor Representative working at Investment Advisors in Martinsburg, WV and has over 31 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Planmember Securities Corporation
Raymond James Financial Services Advisors, Inc.
|Proequities, Inc.||Martinsville, WV||Jul 1992 - Current||24|
|National Life Of Vermont||Richmond, VA||Feb 1985 - Current||31|
|William M. Mason Associates||Martinsburg, WV||Apr 1974 - Current||42|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1985|
Total Assets Under Management1,998MILLIONS
Total Number of Accounts14,898ACCOUNTS
Average Account Value$134,117
- 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)
- Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV