Julius R. Mascagni
MASCAGNI WEALTH MANAGEMENT
Clinton, MS 39056
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CRD#: 1833071
Professional summary
Julius Randall Mascagni, CFP®, who also goes by J. Randall Mascagni, Randy Mascagni, is a registered financial advisor currently at MASCAGNI WEALTH MANAGEMENT, INC. located in Clinton, Mississippi.
Julius is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Julius has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
J. Randall Mascagni | Randy Mascagni
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) Name: Casey's Bend, LLC. Investment-Related: No. Address: 205 E. Main St., Clinton, MS 39056. Nature: Land and Timber Investment. Position: General Partner. Start Date: 1/2025. Approximate Hours Per Month: 1. Hours During Securities Trading Hours: 0. Duties: Ownership interest, management of land and timber. (2) Name: Cypress Bend, LP. Investment-Related: No. Address: 205 E. Main St., Clinton, MS 39056. Nature: Land and Timber Ownership. Position: Limited Partner. Start Date: 3/2010. Approximate Hours Per Month: 2. Hours During Securities Trading Hours: 0. Duties: Ownership interest, management of land and timber. (3) Name: Level 8, LLC. Investment-Related: No. Address: 205 E. Main St., Clinton, MS 39056. Nature: Land and Timber Ownership. Position: Owner. Start Date: 9/2001. Approximate Hours Per Month: 1. Hours During Securities Trading Hours: 0. Duties: Ownership interest, management of land and timber. (4) Name: Marv's Hill, LLC. Investment-Related: No. Address: 205 E. Main St., Clinton, MS 39056. Nature: Land and Timber Ownership. Position: Member. Start Date: 4/2018. Approximate Hours Per Month: 1. Hours During Securities Trading Hours: 0. Duties: Ownership interest, management of land and timber. (5) Name: Natchez Properties, LLC. Investment-Related: No. Address: 205 E. Main St., Clinton, MS 39056. Nature: Real Estate Investment. Position: Member. Start Date: 11/2003. Approximate Hours Per Month: 1-3. Hours During Securities Trading Hours: 0. Duties: Ownership interest, management of real estate. (6) Name: Perry Hills, LLC. Investment-Related: No. Address: 205 E. Main St., Clinton, MS 39056. Nature: Land and Timber Ownership. Position: Member. Start Date: 1/2016. Approximate Hours Per Month: 1. Hours During Securities Trading Hours: 0. Duties: Ownership interest, management of land and timber. (7) Randy is insurance licensed to offer fixed insurance products through various insurance companies. Clients are not obligated to execute insurance purchases through Randy. However, if clients do choose to execute insurance purchases through him, he will receive a commission and a conflict of interest may exist.
CRS (Client Relationship Summary) - RIA
Click below to view Julius Randall Mascagni's 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®
CFP®
Start date: 1990
Experience
Current
June 15, 2012 - Present
MASCAGNI WEALTH MANAGEMENT, INC.
Office #1: 205 E. Main Street, Clinton, MS 39056RIA
CRD#: 115046
Clinton, MS
Past
May 28, 1996 - May 2, 2012
MASCAGNI WEALTH MANAGEMENT, INC.
RIA
CRD#: 115046
CLINTON, MS
Past
January 21, 1994 - December 31, 2002
BTS ASSET MANAGEMENT, INC.
RIA
CRD#: 105215
CLINTON, MS
Past
June 22, 1988 - September 26, 2019
INVESTACORP, INC.
BD
CRD#: 7684
CLINTON, MS
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".
MW
MASCAGNI WEALTH MANAGEMENT, INC.
JULIUS RANDALL MASCAGNI | MASCAGNI WEALTH MANAGEMENT, INC. | MASCAGNI WEALTH MANAGEMENT | MASCAGNI & COMPANY, INC. | MASCAGNI & COMPANY
CRD#: 115046 / SEC#: 801-110839
RIA
Registered Investment Advisory firm - (7/19/2017 Approved)Louisiana
Registered Investment Advisory firm - (7/27/2017 Terminated)Mississippi
Registered Investment Advisory firm - (7/27/2017 Terminated)Texas
Registered Investment Advisory firm - (7/27/2017 Terminated)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
Louisiana(10/16/2012)
IAR
Mississippi(6/15/2012)
IAR
Texas(8/29/2012)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
MW
MASCAGNI WEALTH MANAGEMENT, INC.
JULIUS RANDALL MASCAGNI | MASCAGNI WEALTH MANAGEMENT, INC. | MASCAGNI WEALTH MANAGEMENT | MASCAGNI & COMPANY, INC. | MASCAGNI & COMPANY
CRD#: 115046 / SEC#: 801-110839
RIA
Registered Investment Advisory firm - (7/19/2017 Approved)Louisiana
Registered Investment Advisory firm - (7/27/2017 Terminated)Mississippi
Registered Investment Advisory firm - (7/27/2017 Terminated)Texas
Registered Investment Advisory firm - (7/27/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
205 E. Main Street, Clinton, MS 39056
Mailing Address
Phone number
(601) 925-8099
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,847 |
| AUM (Assets Under Management) | $ 365,548,352 |
Red Flags
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Company Information
MASCAGNI WEALTH MANAGEMENT, INC.
CRD#: 115046Clinton, MS 39056TRUST BUT VERIFY
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