Derek Mason
Derek Mason is a registered investment advisor at Cetera Investment Advisers LLC, based in Brookneal, VA, with 18 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
308 Lynchburg Ave, Brookneal, VA, 24528
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2017Other Business Activities
Derek manages a branch location, office staff, and loan officers, making referrals to the mortgage department at the Bank of Charlotte County. He also serves as a Halifax County School Board member, dedicating a few hours per week to overseeing school system policies.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Invest Financial CorporationBroker
Southern Farm Bureau Fund Distributor, INC.Broker
State Registrations2 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.