William Mason, financial advisor Martinsburg WV
93 score

William Mason

CRD 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.

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Company Name Location Dates Years
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
Contact Info for William M. Mason
Phone Number: 800-288-3035
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    1,998
    MILLIONS
  • Total Number of Accounts
    14,898
    ACCOUNTS
  • Average Account Value
    $134,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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