Colby MastersonCRD Number: 5470987
Current Firm: Raymond James Financial Services Advisors, Inc.
Colby Masterson (CRD# 5470987) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 9 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Agency Management Planning, LLC||St. Petersburg, FL||Dec 2015 - Current||1|
|Raymond James Financial Services Advisors Inc.||St. Petersburg, FL||Nov 2013 - Current||3|
|Raymond James Financial Services Inc.||St Petersburg, FL||Aug 2013 - Current||3|
|Sonhaven Holdings LLC||St. Petersburg, FL||Aug 2013 - Current||3|
|Frey, Masterson & Associates Investment Advisors LLC||St. Petersburg, FL||Aug 2013 - Current||3|
|Northern Trust Securities Inc.||St Petersburg, FL||May 2011 - Jul 2013||2|
|Northern Trust Bank||St Petersburg, FL||Apr 2011 - Jul 2013||2|
|Jonestrading||Heathrow, FL||Jan 2008 - Apr 2011||3|
|Gay & Gordon Attorney||St Petersburg, FL||Aug 2006 - Dec 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
|S63||Uniform Securities State Law Examination||Mar 2008|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops