Reuben Mason, financial advisor Meridian ID
81 score

Reuben Mason

CRD Number: 5387684
Current Firm: Mml Investors Services, LLC

Reuben Mason (CRD# 5387684) is an Investment Advisor Representative working at Mml Investors Services, LLC in Meridian, ID and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services LLC Boise, ID Mar 2014 - Current 2
Massmutual Life Insurance Company Boise, ID Feb 2014 - Current 2
Atherotech Diagnostics Labratory Boise, ID May 2013 - Mar 2014 < 1
Desert Rose Capital Management, Inc. New Plymouth, ID Mar 2011 - Feb 2014 2
Eli Lilly And Company Boise, ID Feb 2011 - Jun 2013 2
Beacon Rock Investment Consulting LLC Eagle, ID Aug 2010 - Mar 2011 < 1
Mml Investors Services Inc. Boise, ID Aug 2007 - Aug 2010 3
Massmutual Life Insurance Company Boise, ID May 2007 - Aug 2010 3
Sanofi-aventis Seattle, WA Oct 2002 - Jul 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
S63 Uniform Securities State Law Examination Jun 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Reuben S. Mason
Phone Number: (413)737-8400
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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