Maxwell Robert Mason
Professional Summary
Maxwell Robert Mason was a registered financial advisor. Maxwell was a previously registered financial professional and started their career in finance 2018 - 2020. Maxwell had worked at 1 firm and has passed the Series 65 and Series 66 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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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Years of Experience
8 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
ALDRIDGE, CHERRA & ALDRIDGE FINANCIAL GROUP, INC. | WILKERSON & REYNOLDS WEALTH MANAGEMENT | WILBORN ADVISORS | V WEALTH MANAGEMENT, LLC | V WEALTH MANAGEMENT | V WEALTH ADVISORS LLC | V PRIVATE CLIENT GROUP | TRIMBLE INVESTMENT GROUP | THE INITIUM GROUP | STANSBERRY CAPITAL | SOUND FINANCIAL SOLUTIONS | ROGERS & COMPANY, A WEALTH MANAGEMENT FIRM, INC. | ROGERS & COMPANY | REINERT WEALTH MANAGEMENT | PJM FINANCIAL CONSULTING, LLC | PEOPLES FINANCIAL ADVISORS | PAVLOVIC WEALTH MANAGEMENT | PASCHANG & ASSOCIATES | PALOS WEALTH ADVISORS, LLC | MTXE PARTNERS | MTXE CAPITAL PARTNERS | MTXE ANALYTICS | METCALF PARTNERS | MARKET CYCLE FINANCIAL | LUCAS WEALTH STRATEGIES | LEWIS VENTURES, LLC | INSTRUMENTAL ADVISORS | IMPACT WEALTH PLANNERS | IMPACT WEALTH ADVISORS | GROEBL BROTHERS | GRAHAM-SCIANNA GROUP | GENTRY PRIVATE WEALTH, LLC | CHERRA FINANCIAL GROUP, LLC | BALZER INVESTMENT MANAGEMENT
Contact Information
Main Address
6800 College Blvd. Suite 380, Overland Park, KS 66211-1534Phone Number
(913) 827-4600# of Employees
69Documents
Regulatory Assets Under Management
Total Number of Accounts
4,746AUM (Assets Under Management)
$1,518,196,247Similar 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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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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