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Martha Mason

31 Years of Experience
Brentwood, TN
Broker

Martha Mason is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brentwood, TN, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

100 Winners Circle, Suite 400, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
Taylor Securities, INC.
February 2004 - April 2025 · 21 yrs 2 mos
Taylor Securities, INC.Broker
May 1994 - April 2025 · 30 yrs 11 mos
State Registrations5 states
FLLANCTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.