Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Mason is a financial advisor with over 30 years of experience in the industry. Mason is a Registered Representative of Cambridge Investment Research Advisors, Inc. and is licensed in Washington. David Mason's career began at Southmark Financial Services, Inc. in 1987. David Mason is a Certified Financial Planner and has a Series 7, Series 24 and Series 63. Mason's primary office is located at 600 South 74th Place, Suite #108 in Ridgefield, WA. David Wayne Mason offers a wide range of financial services to individual investors, businesses, and charitable organizations. In addition to his work with Cambridge Investment Research Advisors, Inc., Mason is an independent insurance agent for various independent insurance companies and is an owner of D.V.& G. Holdings.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WA
08/27/2020 - Present
Cambridge Investment Research Advisors, Inc. (Ridgefield WA)
WA
09/30/1994 - 08/27/2020
KMS FINANCIAL SERVICES, INC. (Ridgefield WA)
AZ
06/18/1989 - 09/30/1994
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
02/26/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 01/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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