William M. Courson

MASON INVESTMENT ADVISORY SERVICES

Reston, VA 20190

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CRD#: 1266000

Professional summary

William Michael Courson, who also goes by Bill Courson, is a registered financial advisor currently at MASON INVESTMENT ADVISORY SERVICES INC located in Reston, Virginia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. William has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Courson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) KATELI TRUST, LLC; P.O. BOX 180, NEW ALBANY, OH 43054; NATURE OF THE OTHER BUSINESS, INCLUDING WHETHER OR NOT IT IS INVESTMENT-RELATED: INVESTMENT RELATED - REAL ESTATE INVESTMENT; INDIVIDUAL'S POSITION, TITLE OR ASSOCIATION WITH THE OTHER BUSINESS AND DUTIES INVOLVED: CO-OWNER; START DATE OF THE INDIVIDUAL'S RELATIONSHIP WITH THE OTHER BUSINESS: MAY 31, 2005; APPROXIMATE NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS PER MONTH: LESS THAN 4 HOURS; NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 0 HOURS. 2) CONCORD UNIVERSITY FOUNDATION; PO BOX 1000, ATHENS, WV 24712; INVESTMENT RELATED - VOLUNTEER BOARD MEMBER AND MEMBER OF THE INVESTMENT COMMITTE; NONPROFIT ORGANIZATION; APPROXIMATELY 1 HOUR PER WEEK, 4 HOURS PER MONTH; DURING BUSINESS HOURS; START DATE JULY 2018; NOT COMPENSATION

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Michael Courson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 20, 2018 - Present

MASON INVESTMENT ADVISORY SERVICES INC

Office #1: 11921 Freedom Drive Suite 1000, Reston, VA 20190

RIA

CRD#: 111113

Reston, VA

Past

April 25, 2019 - November 10, 2025

MASON SECURITIES, INC.

CRD#: 12967

RESTON, VA

Past

December 22, 2015 - March 25, 2017

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

RIA

CRD#: 105674

Cleveland, OH

Past

April 2, 2013 - December 8, 2015

LANCASTER POLLARD INVESTMENT ADVISORY GROUP

RIA

CRD#: 112008

COLUMBUS, OH

Past

July 21, 2006 - December 8, 2015

LANCASTER POLLARD & CO., LLC

CRD#: 24110

COLUMBUS, OH

Past

March 6, 2003 - June 28, 2006

BUTLER, WICK & CO., INC.

CRD#: 120

COLUMBUS, OH

Past

November 3, 1999 - February 27, 2003

STEPHENS

CRD#: 3496

LITTLE ROCK, AR

Past

January 28, 1993 - January 19, 1999

BANC ONE CAPITAL MARKETS, INC.

CRD#: 27267

COLUMBUS, OH

Past

September 4, 1990 - October 15, 1990

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

July 31, 1989 - September 4, 1990

BLUNT ELLIS & LOEWI INCORPORATED

CRD#: 7580

Past

May 22, 1984 - October 24, 1988

THE CHICAGO CORPORATION

CRD#: 1449

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MASON INVESTMENT ADVISORY SERVICES INC

CRD#: 111113 / SEC#: 801-18054

RIA

Registered Investment Advisory firm - (12/20/1982 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(7/20/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/14/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/8/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/8/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/25/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/16/1993

General Securities Principal Examination

Current Firm

MASON INVESTMENT ADVISORY SERVICES INC

CRD#: 111113 / SEC#: 801-18054

RIA

Registered Investment Advisory firm - (12/20/1982 Approved)

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Contact information

Main Address

11921 Freedom Drive Suite 1000, Reston, VA 20190

Mailing Address

Phone number

(703) 716-6000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,110
AUM (Assets Under Management)	$ 13,204,245,927

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William M. Courson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Michael Courson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MASON SECURITIES, INC.

CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS

LANCASTER POLLARD INVESTMENT ADVISORY GROUP

LANCASTER POLLARD & CO., LLC

BUTLER, WICK & CO., INC.

STEPHENS

BANC ONE CAPITAL MARKETS, INC.

WELLS FARGO CLEARING SERVICES, LLC

BLUNT ELLIS & LOEWI INCORPORATED

THE CHICAGO CORPORATION

Primary Firm SEC Registration

MASON INVESTMENT ADVISORY SERVICES INC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/14/2017

Series 63

Date: 2/8/1993

SIE

Date: 12/8/2015

Series 7

Date: 1/25/1993

Series 24

Date: 8/16/1993

Current Firm

MASON INVESTMENT ADVISORY SERVICES INC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MASON INVESTMENT ADVISORY SERVICES INC

TRUST BUT VERIFY

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