Mason Moore (CRD# 6863231) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 5 years of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fermata 401k | Sonoma, CA | Nov 2023 - Current | < 1 |
| Global Retirement Partners, LLC | San Rafael, CA | Feb 2022 - Nov 2023 | 1 |
| Hub International | Chicago, IL | Feb 2022 - Nov 2023 | 1 |
| Kornerstone Inc. | Chico, CA | Dec 2018 - Dec 2022 | 4 |
| Unemployed | Chico, CA | Mar 2018 - Dec 2018 | < 1 |
| Kornerstone Inc. | Chico, CA | Sep 2017 - Mar 2018 | < 1 |
| Qrc, Inc. | Chico, CA | Oct 2016 - Sep 2017 | < 1 |
| Canyon Oaks Country Club | Chico, CA | Jun 2016 - Sep 2016 | < 1 |
| Student | Student, CA | Sep 2006 - May 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- CA
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Total Assets Under Management974MILLIONS
-
Total Number of Accounts3,843ACCOUNTS
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Average Account Value$253,408
- 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
- Pension consulting services
AZ, CA, CO, HI, ID, LA, MD, MT, NE, OH, OR, PA, TX, UT, WA
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