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Mason Lee Porritt

BIP Wealth, LLC

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About Mason Lee Porritt

Mason Lee Porritt is a financial advisor currently registered with BIP Wealth, LLC and has been in the industry for 3 years. Mason has a Series 63, Series 66, and Series 7TO. Mason is licensed in Georgia and Tennessee. Mason was previously registered with SECURIAN FINANCIAL SERVICES, INC. and JACKSON NATIONAL LIFE DISTRIBUTORS LLC.

Firm Information

Mason Porritt is currently registered with BIP Wealth, LLC. BIP Wealth, LLC is an investment advisor based in Atlanta, GA. The firm has over $2.8 billion in regulatory assets under management and specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, corporations, and charitable organizations.
BIP Wealth, LLC

3575 PIEDMONT RD, NE

ATLANTA, GA 30305

$2.83B

Assets Under Management

2

Total Clients

33

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Mason Porritt’s Registration & Firm History

GA

09/09/2022 - Present

BIP Wealth, LLC (ATLANTA GA)

TN

04/23/2021 - 08/23/2022

SECURIAN FINANCIAL SERVICES, INC. (BRENTWOOD TN)

TN

08/30/2019 - 01/13/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

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Licenses & Designations

BOTH

Issued 09/03/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/08/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/30/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mason Lee Porritt.
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