MG
MG

Mason Garner

27 Years of Experience
Fredericksburg, VA
Broker

Mason Garner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fredericksburg, VA, with 27 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

1000 Winchester Street, Suite 200, Fredericksburg, VA, 22401

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Mason is a Vice President and Financial Advisor at Atlantic Union Bank since 2019, dedicating about half of his time. He is also a Vice President at Atlantic Union Financial Consultants, LLC, supporting the company as a Financial Advisor in a FID branch, also taking about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2008 - Present · 18 yrs
Previous Registrations
Raymond James Financial Services
September 2008 - January 2009 · 4 mos
Bb&t Investment Services, INC.Broker
July 2004 - July 2008 · 4 yrs
Bb&t Investment Services, INC.
July 2004 - July 2008 · 4 yrs
VALIC Financial Advisors, INC.
January 2004 - June 2004 · 5 mos
VALIC Financial Advisors, INC.Broker
November 2003 - June 2004 · 7 mos
A&s Capital Advisors, INC.
May 2002 - June 2002 · 1 mo
Anderson & Strudwick, IncorporatedBroker
February 1997 - June 2002 · 5 yrs 4 mos
State Registrations7 states
FLGAMDMSNCPAVA
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.