Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Garner is a financial advisor with Raymond James Financial Services Advisors, Inc. Mason has over 20 years of experience in the financial services industry. Mason has a Series 7, Series 63, and Series 65 licenses, and is registered to provide investment advice in 11 states. Mason's professional experience includes roles with BB&T Investment Services, Inc., VALIC Financial Advisors, Inc. and Anderson & Strudwick, Incorporated. Mason is also a Vice President at Atlantic Union Bank and a Vice President at Atlantic Union Financial Consultants, LLC/AUBWealth Management.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Fredericksburg VA)
VA
07/30/2004 - 07/10/2008
BB&T INVESTMENT SERVICES, INC. (FREDERICKSBURG VA)
TX
11/28/2003 - 06/14/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
VA
02/27/1997 - 06/14/2002
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
IA
Issued 04/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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