Mason Carhart (CRD# 7419795) is an Investment Advisor Representative working at Cornerstone Securities LLC in Overland Park, KS and has over 2 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Securities | Overland Park, KS | Oct 2023 - Current | < 1 |
| Sierra Ridge Wealth Management | Sacramento, CA | May 2022 - Oct 2023 | 1 |
| Lighthouse Financial Planners And Advisors | Medford, OR | May 2022 - Oct 2023 | 1 |
| Next Financial Group, Inc. | Medford, OR | Aug 2021 - Oct 2023 | 2 |
| Lighthouse Financial Planners And Advisors | Medford, OR | Jul 2021 - Oct 2023 | 2 |
| University Of Oregon | Eugene, OR | Sep 2017 - Jun 2021 | 3 |
| Mellelo Coffee Roasters | Central Point, OR | Jul 2020 - Oct 2020 | < 1 |
| Dux Bistro | Eugene, OR | Apr 2017 - Feb 2020 | 2 |
| Food 4 Less | Medford, OR | Jun 2018 - Aug 2018 | < 1 |
| Unemployed | Central Point, OR | Jun 2017 - Sep 2017 | < 1 |
| Crater High School | Central Point, OR | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- OR
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Total Assets Under Management99MILLIONS
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Total Number of Accounts600ACCOUNTS
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Average Account Value$165,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, IL, KS, MO, NC, OR, TX
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