Robert Mason
Robert Mason is a registered investment advisor at Cetera Investment Advisers LLC, based in Georgetown, TX, with 18 years of industry experience. Robert 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
Georgetown, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a member of 6517 Serrano, LLC, and manager of 3603 Luminso, LLC, both rental real estate activities, spending minimal time on each. He also serves as President of Coast Financial Services Wealth Management Inc., dedicating about a quarter of his time to providing financial services to clients.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations3 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.