Thomas PudnerCRD Number: 4606557
Current Firm: Mason Investment Advisory Services Inc.
Thomas Pudner (CRD# 4606557) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 15 years of experience in the finance industry. Thomas Pudner 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.
Palatine Advisors, Inc.
Planning Solutions Group, LLC
Rembert Pendleton Jackson
|Mason Investment Advisory Services, Inc.||Reston, VA||Feb 2006 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
Total Assets Under Management4,809MILLIONS
Total Number of Accounts1,027ACCOUNTS
Average Account Value$4,682,548
- A percentage of assets under your management
- 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, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA, VT, WI