Mason Cook is a registered investment advisor, based in Sandy, UT, with 5 years of industry experience.
Location
9815 South Monroe St, Suite 550, Sandy, UT, 84070
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mason is an agent/broker for Co-Op Insurance Agency and RF Brokerage, focusing on fixed and health insurance sales. These activities require minimal time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
July 2021 - August 2023 · 2 yrs 1 mo
Securian Financial Services, INC.Broker
March 2021 - August 2023 · 2 yrs 5 mos
State Registrations20 states
AZCACOFLIDINKYMOMTNCNYOHOKORPASCTXUTWAWI
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.