Daniel Mason, financial advisor Medina OH
93 score

Daniel Mason

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
First Mason Financial, LLC Brunswick, OH Sep 2007 - Current 9
Triad Advisors, Inc. Norcross, GA Jun 2007 - Current 9
Prim Capital Corporation Cleveland, OH Jan 2004 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for Daniel J. Mason
Phone Number: 330-722-5777
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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

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