Patrick J. Mason

CAIRN INVESTMENT GROUP

VANCOUVER, WA 98660

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CRD#: 4585346

Professional summary

Patrick James Mason, CFP® is a registered financial advisor currently at CAIRN INVESTMENT GROUP located in Vancouver, Washington.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Patrick has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick James Mason'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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

September 18, 2015 - Present

CAIRN INVESTMENT GROUP

Office #1: 500 Broadway Street Suite 480, Vancouver, WA 98660

RIA

CRD#: 143601

VANCOUVER, WA

Past

November 22, 2010 - August 22, 2014

NEWFOCUS FINANCIAL GROUP, LLC

RIA

CRD#: 132578

VANCOUVER, WA

Past

July 20, 2006 - July 23, 2010

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

SAN DIEGO, CA

Past

July 20, 2006 - July 23, 2010

CHARLES SCHWAB & CO., INC.

CRD#: 5393

SAN DIEGO, CA

Past

October 6, 2005 - July 18, 2006

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

DENVER, CO

Past

March 4, 2004 - July 18, 2006

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

DENVER, CO

Past

September 25, 2002 - February 23, 2004

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

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".

CAIRN INVESTMENT GROUP

CAIRN INVESTMENT GROUP | CAIRN INVESTMENT GROUP, INC.

CRD#: 143601 / SEC#: 801-68016

RIA

Registered Investment Advisory firm - (6/7/2007 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

Oregon
(9/18/2015)

IAR

Washington
(10/18/2023)

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 66

Date: 10/5/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/20/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/25/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/24/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CAIRN INVESTMENT GROUP

CAIRN INVESTMENT GROUP | CAIRN INVESTMENT GROUP, INC.

CRD#: 143601 / SEC#: 801-68016

RIA

Registered Investment Advisory firm - (6/7/2007 Approved)

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Contact information

Main Address

500 Broadway Street Suite 480, Vancouver, WA 98660

Mailing Address

Phone number

(503) 241-4901

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE ADV PART 2A (3/11/2025)

Regulatory assets under management

Total Number of Accounts	827
AUM (Assets Under Management)	$ 350,764,864

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

Patrick J. Mason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick James Mason's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWFOCUS FINANCIAL GROUP, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BOFA DISTRIBUTORS, INC.

Primary Firm SEC Registration

CAIRN INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 10/5/2005

Series 63

Date: 11/20/2002

Series 7

Date: 7/25/2005

Series 6

Date: 9/24/2002

Current Firm

CAIRN INVESTMENT GROUP

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAIRN INVESTMENT GROUP

TRUST BUT VERIFY

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