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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Michael Courson is a financial advisor with Mason Investment Advisory Services Inc. located in Reston, Virginia. William has been in the industry since 1989 and is registered in Virginia as an Investment Advisor Representative. William has previously worked for Lancaster Pollard & Co., LLC, Butler, Wick & Co., Inc., Stephens Inc., Banc One Capital Markets, Inc., Kemper Securities Group, Inc., Blunt Ellis & Loewi Incorporated and The Chicago Corporation. William has a Series 65, Series 63, Series 7, Series 24 and SIE license. Mason Investment Advisory Services Inc. specializes in financial planning, portfolio management, and selection of other advisors. They serve a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses and individuals other than high-net-worth. The firm has approximately $12.16 billion in assets under 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
07/20/2018 - Present
Mason Investment Advisory Services Inc. (RESTON VA)
OH
07/21/2006 - 12/08/2015
LANCASTER POLLARD & CO., LLC (COLUMBUS OH)
OH
03/06/2003 - 06/28/2006
BUTLER, WICK & CO., INC. (COLUMBUS OH)
AR
11/03/1999 - 02/27/2003
STEPHENS INC. (LITTLE ROCK AR)
OH
01/28/1993 - 01/19/1999
BANC ONE CAPITAL MARKETS, INC. (COLUMBUS OH)
MO
09/04/1990 - 10/15/1990
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
07/31/1989 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
05/22/1984 - 10/24/1988
THE CHICAGO CORPORATION
IA
Issued 10/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1993
Series 24 - General Securities Principal Examination
BC
Issued 12/08/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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