Daniel Mason
Daniel Mason is a registered investment advisor at Wells Fargo Advisors, based in Raleigh, NC, with 25 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
541 Church at North Hills St Suite 700, [Satellite], Raleigh, NC, 27609
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2008Customer Dispute
August 2007Other Business Activities
Daniel is a radio talk show host for Curtis Media in North Carolina, focusing on news, social, sporting, and cultural events. He spends a few hours per week on this activity, with most of the time spent outside of business hours.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 states
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
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