Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Markey Mason is a registered Investment Advisor Representative with Mason & Associates, Inc. Brent has been in the industry since 2000. Brent has been with Mason & Associates, Inc. since 2007. Prior to this, Brent was with Cambridge Investment Research, Inc. and Transamerica Financial Advisors, Inc. Brent has been a member of Rosemary Children's Services since 2008 and Noblesville West LLC since 2011. Brent is also the Managing Director of Charles W Mason & Assoc. Brent specializes in Financial Planning, Portfolio Management for Individuals and Selection of Other Advisers.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/01/2007 - Present
Mason & Associates, Inc. (LOS ANGELES CA)
CA
11/02/2006 - 12/22/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (LOS ANGELES CA)
CA
03/11/2003 - 11/02/2006
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
MA
02/17/2000 - 01/21/2003
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 12/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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