ZM
Zachary T. Mason
VERUS CAPITAL PARTNERS
SCOTTSDALE, AZ 85206
CRD#: 5871058
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ZM
Zachary Taylor MasonVERUS CAPITAL PARTNERS
Professional summary
Zachary Taylor Mason, who also goes by Zachary T Mason, is a registered financial advisor currently at VERUS CAPITAL PARTNERS, LLC located in Scottsdale, Arizona and LPL FINANCIAL LLC located in Scottsdale, Arizona.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Zachary has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Aliases
Zachary T Mason
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.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Taylor Mason'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®
NoneExperience
Current
February 12, 2013 - Present
VERUS CAPITAL PARTNERS, LLC
Office #1: 14301 N 87th St #307, Scottsdale, AZ 85206RIA
CRD#: 151568
SCOTTSDALE, AZ
Current
October 16, 2020 - Present
LPL FINANCIAL LLC
Office #1: 8300 N Hayden Rd., Suite 207, Scottsdale, AZ 85258Office #2: 3111 Camino Del Rio N Ste 400 Suite 400, Office #405, San Diego, CA 92108RIA
BD
CRD#: 6413
SCOTTSDALE, AZ
Past
October 2, 2012 - December 31, 2014
VERUS CAPITAL PARTNERS, LLC
RIA
CRD#: 151568
SCOTTSDALE, AZ
Past
October 14, 2011 - November 13, 2020
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SCOTTSDALE, AZ
Past
August 8, 2011 - September 21, 2011
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
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".
VC
VERUS CAPITAL PARTNERS, LLC
3 RIVERS FINANCIAL GROUP | WANN FINANCIAL SERVICES | WALTERS WEALTH MANAGMENT | WALTERS WEALTH MANAGEMENT | VINEPOINT ADVISORY GROUP, LLC | VERUS CAPITAL PARTNERS, LLC | UNIVERSAL FINANCIAL CONSULTANTS | SUNBURST FINANCIAL MANAGEMENT | STARKEY BROTHERS, INC. | SOUTH PLATTE INVESTMENTS & PLANNING | SAMSON FINANCIAL, LLC | RSO WEALTH, LLC | RSD FINANCIAL, LLC | PROVIDENT FINANCIAL GROUP | PHP CAPITAL, INC. | PHILLIPS FINANCIAL MANAGEMENT | PARKER CAPITAL STRATEGIES, LLC | OXENHAM FINANCIAL | OPTIMAL WEALTH INC. | NEW BREAK FINANCIAL | MOLINAR AND CO. | KENNETH M. PERKINS WEALTH | ITTNER BULL CAPITAL PARTNERS LLC | INTERMARKET ANALYTICS | HUNT FINANCIAL SERVICES | HOLCOMB WEALTH MANAGEMENT | HAVEN FINANCIAL SERVICES, LLC | GUARDIAN WEALTH BUILDERS | GOLDEN RULE WEALTH MANAGEMENT | GEISER WEALTH MANAGEMENT | FRONT RANGE FINANCIAL | FREEDOM POINT FINANCIAL | FRED A. GOODMAN, CPA | FIRST THAN IFS | EAGLE EYE INVESTMENTS, LLC | DAHL FINANCIAL RESOURCE | CROWE AND ASSOCIATES, INC | BURNS TAX AND WEALTH MANAGEMENT | BIGGS FINANCIAL | BELLA FINANCIAL ADVISORS, LLC | ARCHE FG
CRD#: 151568 / SEC#: 801-78989
RIA
Registered Investment Advisory firm - (1/2/2014 Approved)Arizona
Registered Investment Advisory firm - (1/2/2014 Terminated)Illinois
Registered Investment Advisory firm - (1/2/2014 Terminated)Maryland
Registered Investment Advisory firm - (1/3/2014 Terminated)North Carolina
Registered Investment Advisory firm - (1/2/2014 Terminated)Texas
Registered Investment Advisory firm - (1/2/2014 Terminated)Virginia
Registered Investment Advisory firm - (1/6/2014 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/16/2020)
RR
Alaska(10/16/2020)
IAR
Arizona(1/1/2015)
RR
Arizona(10/16/2020)
IAR
California(1/3/2017)
RR
California(10/16/2020)
RR
Colorado(10/16/2020)
RR
Connecticut(10/16/2020)
RR
District of Columbia(10/16/2020)
RR
Florida(10/16/2020)
RR
Georgia(10/16/2020)
RR
Hawaii(10/16/2020)
RR
Idaho(10/16/2020)
RR
Illinois(10/16/2020)
RR
Indiana(10/16/2020)
RR
Kansas(10/16/2020)
RR
Kentucky(10/16/2020)
RR
Maryland(10/16/2020)
RR
Michigan(10/16/2020)
RR
Minnesota(10/16/2020)
RR
Montana(8/4/2021)
RR
Nevada(10/16/2020)
RR
New Hampshire(10/16/2020)
RR
New Mexico(10/16/2020)
RR
New York(10/16/2020)
RR
North Carolina(11/13/2020)
RR
Ohio(10/16/2020)
RR
Oregon(10/16/2020)
RR
Pennsylvania(10/16/2020)
RR
South Carolina(10/16/2020)
RR
South Dakota(10/16/2020)
RR
Tennessee(10/16/2020)
IAR
Texas(1/7/2015)
RR
Texas(10/16/2020)
RR
Utah(10/16/2020)
RR
Virginia(10/16/2020)
RR
Washington(10/16/2020)
RR
Wisconsin(10/16/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VERUS CAPITAL PARTNERS, LLC
3 RIVERS FINANCIAL GROUP | WANN FINANCIAL SERVICES | WALTERS WEALTH MANAGMENT | WALTERS WEALTH MANAGEMENT | VINEPOINT ADVISORY GROUP, LLC | VERUS CAPITAL PARTNERS, LLC | UNIVERSAL FINANCIAL CONSULTANTS | SUNBURST FINANCIAL MANAGEMENT | STARKEY BROTHERS, INC. | SOUTH PLATTE INVESTMENTS & PLANNING | SAMSON FINANCIAL, LLC | RSO WEALTH, LLC | RSD FINANCIAL, LLC | PROVIDENT FINANCIAL GROUP | PHP CAPITAL, INC. | PHILLIPS FINANCIAL MANAGEMENT | PARKER CAPITAL STRATEGIES, LLC | OXENHAM FINANCIAL | OPTIMAL WEALTH INC. | NEW BREAK FINANCIAL | MOLINAR AND CO. | KENNETH M. PERKINS WEALTH | ITTNER BULL CAPITAL PARTNERS LLC | INTERMARKET ANALYTICS | HUNT FINANCIAL SERVICES | HOLCOMB WEALTH MANAGEMENT | HAVEN FINANCIAL SERVICES, LLC | GUARDIAN WEALTH BUILDERS | GOLDEN RULE WEALTH MANAGEMENT | GEISER WEALTH MANAGEMENT | FRONT RANGE FINANCIAL | FREEDOM POINT FINANCIAL | FRED A. GOODMAN, CPA | FIRST THAN IFS | EAGLE EYE INVESTMENTS, LLC | DAHL FINANCIAL RESOURCE | CROWE AND ASSOCIATES, INC | BURNS TAX AND WEALTH MANAGEMENT | BIGGS FINANCIAL | BELLA FINANCIAL ADVISORS, LLC | ARCHE FG
CRD#: 151568 / SEC#: 801-78989
RIA
Registered Investment Advisory firm - (1/2/2014 Approved)Arizona
Registered Investment Advisory firm - (1/2/2014 Terminated)Illinois
Registered Investment Advisory firm - (1/2/2014 Terminated)Maryland
Registered Investment Advisory firm - (1/3/2014 Terminated)North Carolina
Registered Investment Advisory firm - (1/2/2014 Terminated)Texas
Registered Investment Advisory firm - (1/2/2014 Terminated)Virginia
Registered Investment Advisory firm - (1/6/2014 Terminated)Loading...
Contact information
Main Address
8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258
Mailing Address
Phone number
(480) 990-3719
Established
Firm type
Fiscal year end
# of Employees
49
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,392 |
| AUM (Assets Under Management) | $ 2,066,642,798 |
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.
