Mason Stern, financial advisor Plano TX
88 score

Mason Stern

CRD Number: 6360766
Current Firm: Cain, Watters & Associates, P.l.l.c.

Mason Stern (CRD# 6360766) is an Investment Advisor Representative working at Cain, Watters & Associates, P.l.l.c. in Plano, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cain, Watters & Associates Pllc Plano, TX Jul 2014 - Current 2
Cain, Watters & Associates, P.l.l.c. Plano, TX Jan 2013 - Jul 2014 1
Ernst & Young Us LLP Dallas, TX Jul 2010 - Dec 2012 2
High School/college Dallas, TX Jan 2004 - Jul 2010 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Mason Stern
Phone Number: 972-233-3323
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,360
    MILLIONS
  • Total Number of Accounts
    5,590
    ACCOUNTS
  • Average Account Value
    $243,312
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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