Matthew Mason, financial advisor Sulphur Springs TX
71 score

Matthew Mason

CRD Number: 4584659
Current Firm: Raymond James Financial Services Advisors, Inc.

Matthew Mason (CRD# 4584659) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sulphur Springs, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Alliance Bank Sulphur Springs, TX Mar 2013 - Current 3
Raymond James Financial Services Sulphur Springs, TX Feb 2012 - Current 4
Raymond James Financial Services Advisors Inc. Sulphur Springs, TX Feb 2012 - Current 4
Matthew Mason Dba Mason Properties Sulphur Springs, TX Oct 2008 - Current 8
Chase Investment Services Garland, TX Oct 2005 - Feb 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S66 NASAA Uniform Combined State Law Examination Apr 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Matthew R. Mason
Phone Number: 727-567-5877
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
71

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