Mason & Associates, LLC

Mason & Associates, LLC (CRD# 307206) is a financial advisory firm headquartered in Newport News, VA. They manage $318,969,574 in 1,311 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2 Bayport Way, Suite 110, Newport News, VA 23606
https://www.linkedin.com/company/mason-
By the Numbers
  • Total Assets Under Management
    319
    MILLION
  • Total Number of Accounts
    1,311
    ACCOUNTS
  • Average Account Value
    $243,303
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, NC, NH, TX, VA

Financial Advisors at Mason & Associates, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Thomas Blackburn, financial advisor Newport News VA
Thomas F. Blackburn
CRD#: 5673609
2 Bayport Way, Suite 110, Newport News, VA 23606

Thomas Blackburn (CRD# 5673609) is an Investment Advisor Representative working at Mason & Associates, LLC in Newport News, VA and has over 11 years of experience in the finance industry.

2
John Mason, financial advisor Newport News VA
John M. Mason
CRD#: 5809825
2 Bayport Way, Suite 110, Newport News, VA 23606

John Mason (CRD# 5809825) is an Investment Advisor Representative working at Mason & Associates, LLC in Newport News, VA and has over 13 years of experience in the finance industry.

3
Kenneth Mason, financial advisor Newport News VA
Kenneth T. Mason
CRD#: 2062196
2 Bayport Way, Suite 110, Newport News, VA 23606

Kenneth Mason (CRD# 2062196) is an Investment Advisor Representative working at Mason & Associates, LLC in Newport News, VA and has over 31 years of experience in the finance industry.

4
Michael Mason, financial advisor Newport News VA
Michael R. Mason
CRD#: 1663788
2 Bayport Way, Suite 110, Newport News, VA 23606

Michael Mason (CRD# 1663788) is an Investment Advisor Representative working at Mason & Associates, LLC in Newport News, VA and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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