Megan Kawasaki-MasonCRD Number: 6244442
Current Firm: Versant Capital Management, Inc.
Megan Kawasaki-Mason (CRD# 6244442) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 8 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Versant Capital Management, Inc.||Phoenix, AZ||Sep 2017 - Current||4|
|Gemini Arabians||Cave Creek, AZ||Apr 2013 - Sep 2017||4|
|The Vanguard Group, Inc.||Scottsdale, AZ||Sep 2013 - Sep 2015||2|
|Adobe Systems Inc.||Lehi, UT||May 2012 - Jul 2013||1|
|Heirloom Restaurant Group / Communal / Pizzeria 712||Provo/orem, UT||Aug 2010 - May 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
|S65||NASAA Investment Advisors Law Examination||Nov 2017|
Total Assets Under Management796MILLIONS
Total Number of Accounts1,202ACCOUNTS
Average Account Value$662,587
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, IL, MN, NE, NH, TN, TX, WA
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