Mason Investment Advisory Services Inc.
Mason Investment Advisory Services Inc. (CRD# 111113) is a financial advisory firm headquartered in Reston, VA. They manage $10,094,475,873 in 827 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management10,094MILLION
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Total Number of Accounts827ACCOUNTS
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Average Account Value$12,206,138
- A percentage of assets under your management
- 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)
AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
Scott George (CRD# 1399567) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 37 years of experience in the finance industry.
David Gilbert (CRD# 4432909) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 21 years of experience in the finance industry. David Gilbert 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.
Allison Gormier (CRD# 4980185) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 17 years of experience in the finance industry. Allison Gormier 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.
Derek Higgins (CRD# 2807526) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 11 years of experience in the finance industry.
Barbara Joyce (CRD# 2584607) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Palatine, IL and has over 28 years of experience in the finance industry. Barbara Joyce 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.
Sharon Kampner (CRD# 4631312) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 20 years of experience in the finance industry. Sharon Kampner 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.
Brian Kelley (CRD# 3118939) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 19 years of experience in the finance industry. Brian Kelley 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.
William Mason (CRD# 322341) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 40 years of experience in the finance industry.
David Odiorne (CRD# 1893820) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 23 years of experience in the finance industry. David Odiorne 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.
Victoria Ogus (CRD# 4070055) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 22 years of experience in the finance industry. Victoria Ogus 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.