Mason Boren (CRD# 7256587) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has over 3 years of experience in the finance industry. Mason Boren 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.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blankinship & Foster, LLC | Solana Beach, CA | Feb 2024 - Current | < 1 |
| Blankinship & Foster, LLC | Solana Beach, CA | Aug 2022 - Feb 2024 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Nov 2020 - Jul 2022 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2020 - Jul 2022 | 2 |
| Northwestern Mutual Investment Services LLC | La Jolla, CA | Jun 2020 - Jul 2022 | 2 |
| Chemical Consultants Incorporated | Corona, CA | Jun 2016 - Sep 2021 | 5 |
| Instaply | San Francisco, CA | Oct 2018 - May 2020 | 1 |
| Vons | San Diego, CA | Aug 2018 - Sep 2018 | < 1 |
| Student | Corona, CA | Jan 2009 - Jun 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
- CA
- CO
- OR
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Total Assets Under Management780MILLIONS
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Total Number of Accounts1,001ACCOUNTS
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Average Account Value$779,587
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, OR
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