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Mason Holmes McWilliams

FHN Financial Securities Corp.

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About Mason Holmes McWilliams

Mason McWilliams is a financial advisor with FHN Financial Securities Corp. in Houston, Texas. Mason has been in the industry since 2004. Mason is registered with the state of Texas. Mason holds Series 7, Series 24, Series 52, Series 53 and Series 63 licenses. Mason was previously employed by First Tennessee Brokerage, Inc. in Memphis, Tennessee.

Firm Information

Mason McWilliams is currently registered with FHN Financial Securities Corp.. FHN Financial Securities Corp. is a Corporation registered in 53 states and the District of Columbia. It was formed on October 30, 1998, and has been approved by the SEC. The firm has been involved in 7 Regulatory Events and 1 Arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

259

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.

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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Mason McWilliams’s Registration & Firm History

TX

08/16/2006 - Present

FHN Financial Securities Corp. (HOUSTON TX)

TN

09/22/2004 - 08/14/2006

FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)

TN

12/16/2003 - 07/07/2004

FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)

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Licenses & Designations

BC

Issued 03/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/17/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mason Holmes McWilliams.
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