Ensen Mason (CRD# 4634786) is an Investment Advisor Representative working at Mason Financial Services in Redlands, CA and has over 20 years of experience in the finance industry.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 1527744
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mason Financial Services, Inc. | Redlands, CA | Feb 2015 - Current | 9 |
| Ensen Mason, Cpa | Redlands, CA | Nov 1988 - Current | 35 |
| Starfox Financial Services, LLC | Apple Valley, CA | Jan 2012 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management25MILLIONS
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Total Number of Accounts100ACCOUNTS
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Average Account Value$250,000
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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