Mason L. Porritt
Professional summary
Mason Lee Porritt, who also goes by Mason Porritt, is a registered financial advisor currently at BIP WEALTH, LLC located in Nashville, Tennessee.
Mason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Mason has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mason Lee Porritt's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 9, 2022 - Present
BIP WEALTH, LLC
Office #1: 1222 Demonbreun Street Suite 1225, Nashville, TN 37203September 21, 2021 - August 23, 2022
SECURIAN FINANCIAL SERVICES, INC.
April 23, 2021 - August 23, 2022
SECURIAN FINANCIAL SERVICES, INC.
August 30, 2019 - January 13, 2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Primary Firm SEC Registration
BIP WEALTH, LLC
CRD#: 143208 / SEC#: 801-68882
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/20/2022)
(9/9/2022)
Exams
Series 7TO
Date: 4/28/2021
General Securities Representative ExaminationSeries 6TO
Date: 8/30/2019
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
BIP WEALTH, LLC
CRD#: 143208 / SEC#: 801-68882
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11,697 |
| AUM (Assets Under Management) | $ 4,460,675,379 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 |
Red Flags
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