Mason LongstrethCRD Number: 5275097
Current Firm: Tfo Phoenix, Inc.
Mason Longstreth (CRD# 5275097) is an Investment Advisor Representative working at Tfo Phoenix, Inc. in Phoenix, AZ and has over 10 years of experience in the finance industry. Mason Longstreth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Tfo Phoenix, Inc.||Phoenix, AZ||Dec 2011 - Current||5|
|Genspring Family Offices, LLC||Phoenix, AZ||Jan 2008 - Dec 2011||3|
|Inlign Wealth Management, LLC||Phoenix, AZ||Jan 2003 - Dec 2007||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2007|
Total Assets Under Management1,300MILLIONS
Total Number of Accounts821ACCOUNTS
Average Account Value$1,582,950
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, MO, TX