Donald Mason
Donald Mason is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rocklin, CA, with 13 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
Firm Size
IM Fee
Assets Under Management
Location
1011 Sunset Blvd Ste 210, Rocklin, CA, 95765
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald works as an assistant to a financial advisor at Addison Avenue Investment Services and as a financial assistant for an advisor of the Investment Services Division at First Tech Federal Credit Union. Both roles take about half of Donald's time each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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