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Barry Clifford Beach

Mason Investment Advisory Services Inc.

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About Barry Clifford Beach

Barry Clifford Beach has been in the financial services industry since November 1995. Barry holds the Series 7, 24, 63 and 65 licenses as well as the SIE exam. Barry is a Certified Financial Planner and is currently employed by Mason Investment Advisory Services Inc. where Barry is a registered investment advisor in Connecticut, Florida and Virginia. Barry has experience working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth individuals.

Firm Information

Barry Beach is currently registered with Mason Investment Advisory Services Inc.. Mason Investment Advisory Services Inc. is an investment advisory firm located in RESTON, VA. They provide financial planning, portfolio management for individuals, businesses, and selection of other advisors. The firm has 36 investment advisory professionals and manages over $12 billion in regulatory assets under management. Mason Investment Advisory Services Inc. primarily serves high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
Mason Investment Advisory Services Inc.

11921 FREEDOM DRIVE

RESTON, VA 20190

$12.16B

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barry Beach’s Registration & Firm History

VA

12/19/1996 - Present

Mason Investment Advisory Services Inc. (RESTON VA)

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Licenses & Designations

IA

Issued 12/18/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barry Clifford Beach.
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