Mason RodillCRD Number: 7035314
Current Firm: Wells Fargo Clearing Services, LLC
Mason Rodill (CRD# 7035314) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Miami, FL and has over 3 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Wells Fargo Clearing Services, LLC||Coral Gables, FL||Aug 2021 - Current||1|
|Wells Fargo Bank, Na||Coral Gables, FL||Jul 2021 - Current||1|
|Fifth Third Securities||Naples, FL||Oct 2018 - Jun 2021||2|
|Fifth Third Bank||Naples, FL||Jun 2017 - Jun 2021||4|
|Part-time Education (florida Southwestern State College)||Fort Myers, FL||Aug 2016 - Dec 2020||4|
|Albertos||Naples, FL||Oct 2017 - Apr 2018||< 1|
|Bank Of America, Na||Fort Myers, FL||May 2012 - Jun 2017||5|
|Joseph A Bank||Fort Myers, FL||Oct 2014 - Oct 2015||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2019|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.