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Joseph Christopher Mason

Mayfair Advisory Group, LLC

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About Joseph Christopher Mason

Joseph Mason is a financial advisor with Mayfair Advisory Group, LLC. Joseph has been in the industry since 1999 and has a wide range of experience in financial planning and investment management. Joseph specializes in providing financial advice to individuals, families, and charitable organizations. Joseph is committed to providing personalized financial advice and helping his clients reach their financial goals.

Firm Information

Joseph Mason is currently registered with Mayfair Advisory Group, LLC. Mayfair Advisory Group, LLC is an investment advisor located in BIRMINGHAM, AL. The firm has 3 investment advisor representatives. Mayfair Advisory Group, LLC provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm has regulatory assets under management of $604,425,829, and the firm's regulatory assets under management for discretionary accounts are $456,982,199. Mayfair Advisory Group, LLC manages assets for high-net-worth individuals, individuals other than high-net-worth individuals, and charitable organizations.
Mayfair Advisory Group, LLC

110 OFFICE PARK DRIVE

BIRMINGHAM, AL 35223

$604.43M

Assets Under Management

Not reported

Total Clients

3

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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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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Joseph Mason’s Registration & Firm History

AL

09/06/2019 - Present

Mayfair Advisory Group, LLC (Birmingham AL)

AL

03/26/2008 - 09/06/2019

BHK SECURITIES, LLC (BIRMINGHAM AL)

AL

07/09/1999 - 04/01/2008

MML INVESTORS SERVICES, INC. (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 07/03/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2008

Series 7 - General Securities Representative Examination

BC

Issued 07/08/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joseph Christopher Mason. Review regulatory record here.
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