Daniel MasonCRD Number: 4430474
Current Firm: First Mason Financial, LLC
Daniel Mason (CRD# 4430474) is an Investment Advisor Representative working at First Mason Financial, LLC in Medina, OH and has over 15 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Raymond James & Associates, Inc.
|First Mason Financial, LLC||Brunswick, OH||Sep 2007 - Current||9|
|Triad Advisors, Inc.||Norcross, GA||Jun 2007 - Current||10|
|Prim Capital Corporation||Cleveland, OH||Jan 2004 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management282MILLIONS
Total Number of Accounts405ACCOUNTS
Average Account Value$695,935
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services