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Bernadette Maria Mashas

THE Investment Counsel Co.

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About Bernadette Maria Mashas

Bernadette Mashas is a registered investment advisor representative at The Investment Counsel Co. She has been in the financial services industry since 1994. Bernadette has a Series 63 and 65 licenses and is registered with the state of Nevada and Texas. The Investment Counsel Co. manages over $1.6 billion in assets under management. They provide a range of services including financial planning, pension consulting, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.

Firm Information

Bernadette Mashas is currently registered with THE Investment Counsel Co.. THE Investment Counsel Co. is an investment advisor registered with the SEC that has been in operation since March 26, 1987 and is headquartered in Las Vegas, NV. The firm provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and specializes in managing assets for individuals and institutions. The firm manages approximately $1.6 billion in assets for over 1,700 clients.
THE Investment Counsel Co.

10000 W. CHARLESTON BLVD.

LAS VEGAS, NV 89135

$1.64B

Assets Under Management

Not reported

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Bernadette Mashas’s Registration & Firm History

NV

01/09/2023 - Present

THE Investment Counsel Co. (LAS VEGAS NV)

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Licenses & Designations

IA

Issued 04/19/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/08/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bernadette Maria Mashas.
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