Cody Aaron Mason
CFP®Professional Summary
Cody Aaron Mason, CFP®, who also goes by Cody A Mason, is a registered financial advisor currently at WORTH ASSET MANAGEMENT located in Dallas, Texas. Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Cody has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Doing business at Fidelity provides you access to our trusted brand, our technology, our cost efficient investment platform and the ability to work closely with me and my team. I have been with Fidelity for over a decade and have worked primarily with high net worth clients and families like yours. I have a true passion for wealth planning and take pride in helping our clients work towards their financial goals.
Other Aliases
Cody Aaron Mason, Cody A Mason
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures on record.
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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Credentials
Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
Past
Education
University of Texas
Finance, Bachelor of Business Administration
Finance, Bachelor of Business Administration
2006
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Current Firm
WORTH ASSET MANAGEMENT | WORTH ASSET MANAGEMENT, LLC
Contact Information
Main Address
17855 Dallas Parkway Suite 150, Dallas, TX 75287Phone Number
(469) 257-5074# of Employees
12SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
333AUM (Assets Under Management)
$288,200,656Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
WORTH ASSET MANAGEMENT | WORTH ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(10/15/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2015About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed May 2013About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Cody Aaron Mason's CRS (Customer Relationship Summary).
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