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Katherine Anne Fincher

Mason Investment Advisory Services Inc.

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About Katherine Anne Fincher

Katherine Fincher is a financial advisor at Mason Investment Advisory Services Inc. based in RESTON, VA. Katherine has been in the industry since October 7, 2012. Katherine has been registered with the state of Virginia since March 19, 2019 and is also registered with the states of Florida, Idaho and New York. Katherine has a Series 7 and Series 66 license. Katherine is a Certified Financial Planner.

Firm Information

Katherine Fincher 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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Katherine Fincher’s Registration & Firm History

VA

03/19/2019 - Present

Mason Investment Advisory Services Inc. (RESTON VA)

DC

02/28/2017 - 02/20/2019

FIDELITY BROKERAGE SERVICES LLC (WASHINGTON DC)

CA

09/07/2012 - 02/21/2017

CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 09/24/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Anne Fincher.
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