William CoursonCRD Number: 1266000
Current Firm: Mason Investment Advisory Services Inc.
William Courson (CRD# 1266000) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 30 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Mason Securities, Inc.||Reston, VA||Mar 2017 - Current||6|
|Hartland & Co||Cleveland, OH||Dec 2015 - Feb 2017||1|
|Lancaster Pollard & Company||Columbus, OH||Jun 2006 - Dec 2015||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1993|
|S65||NASAA Investment Advisors Law Examination||Oct 2017|
Total Assets Under Management10,094MILLIONS
Total Number of Accounts827ACCOUNTS
Average Account Value$12,206,138
- 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, DE, FL, GA, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
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