Mason Massow is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mesa, AZ, with 3 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1635 N Greenfield Rd Ste 138, Mesa, AZ, 85205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mason works as an associate/employee for Massow Wealth Strategies, providing support and dedicating about half of his time to this role. He spends a significant portion of his time on this activity during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2022 - Present · 3 yrs 7 mos
Raymond James Financial Services, INC.Broker
August 2022 - Present · 3 yrs 11 mos
State Registrations26 states
AKAZCACOFLGAIAINKYLAMAMDMIMONENHNJNMNVNYORPATXUTWAWI
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.
Mason Massow - Financial Advisor | TrueAdvisor