Mason Investment Advisory Services Inc.
Mason Investment Advisory Services Inc. (CRD# 111113) is a financial advisory firm headquartered in Reston, VA. They manage $12,155,269,613 in 1,027 accounts and serve the financial needs of clients across 37 states (or territories).
-
Total Assets Under Management12,155MILLION
-
Total Number of Accounts1,027ACCOUNTS
-
Average Account Value$11,835,706
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, 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 38 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 22 years of experience in the finance industry.
Allison Gormier (CRD# 4980185) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 18 years of experience in the finance industry.
Derek Higgins (CRD# 2807526) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 12 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 29 years of experience in the finance industry.
Sharon Kampner (CRD# 4631312) 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.
Brian Kelley (CRD# 3118939) 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.
William Mason (CRD# 322341) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 41 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 24 years of experience in the finance industry.
Thomas Pudner (CRD# 4606557) 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.