RM
RM

Richard Mason

24 Years of Experience
Woodland Hills, CA
BrokerSells Insurance

Richard Mason is a registered investment advisor, based in Woodland Hills, CA, with 24 years of industry experience.

Location

22466 Ventura Boulevard, Woodland Hills, CA, 91364

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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 ActivitiesSells Insurance

Richard is an Executive Director - Investments for Tamar Securities, LLC, operating under the names 911 Financial SVCS and Firefighters United, dedicating about 10-20% of his time to these roles. He also works as a Life Agent for Cavalier and Associates, marketing fixed life insurance policies, which also takes about 10-20% of his time.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2020 - Present · 5 yrs 10 mos
Tamar Securities, LLC
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Tamar Securities, LLC
February 2018 - December 2019 · 1 yr 10 mos
Primerica Advisors
August 2011 - February 2018 · 6 yrs 6 mos
PFS Investments INC.Broker
February 2002 - February 2018 · 16 yrs
State Registrations2 states
CATX
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.
Richard Mason - Financial Advisor | TrueAdvisor