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Randon Bruce Tagg

Mason Investment Advisory Services Inc.

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About Randon Bruce Tagg

Randon Tagg is a financial advisor registered with Mason Investment Advisory Services Inc.. Randon has been in the industry since 2019. Randon's registration status is active in both the state of Virginia as well as with the Financial Industry Regulatory Authority. Randon has earned the Series 66, Series 7 and SIE licenses and holds a state license to operate as an investment advisor in Virginia. Randon is also employed with Mason Securities, Inc. and Mason Investment Advisory Services, Inc. Randon has experience in financial planning and portfolio management. Randon is a registered representative of the firm.

Firm Information

Randon Tagg 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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Randon Tagg’s Registration & Firm History

VA

11/05/2020 - Present

Mason Investment Advisory Services Inc. (RESTON VA)

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Licenses & Designations

BOTH

Issued 11/21/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/17/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Randon Bruce Tagg.
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