Robert Mason, financial advisor Niceville FL
90 score

Robert Mason

CRD Number: 6160300
Current Firm: Retirement Advisors Of America

Robert Mason (CRD# 6160300) is an Investment Advisor Representative working at Retirement Advisors Of America in Niceville, FL and has over 3 years of experience in the finance industry.

Similar Advisors
David Barton, financial advisor Niceville FL
David E. Barton
CRD# 1809099
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Michael Bedsole, financial advisor Niceville FL
Michael G. Bedsole
CRD# 2630833
Suntrust Investment Services, Inc.
Score
96
Similar Advisors
Virginia Lind, financial advisor Niceville FL
Virginia A. Lind
CRD# 1342387
Planmember Securities Corporation
Score
96
Company Name Location Dates Years
Retirement Advisors Of America Addison, TX Jul 2016 - Current < 1
Delta Airlines Atlanta, GA Aug 1999 - Current 17
Advisor Financial Services Woodstock, GA Feb 2013 - Jul 2016 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Robert W. Mason
Phone Number: 972-233-3367
Firm Website: http://www.raa.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,866
    MILLIONS
  • Total Number of Accounts
    3,931
    ACCOUNTS
  • Average Account Value
    $474,629
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, MI, MN, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.