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Michael Ray Mason

Investment adviser representative at Mason & Associates, LLC
23 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$471.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

23 years in the industry.

  1. Mason & Associates, LLCJan 2010 to now
  2. Centaurus Financial, Inc.Aug 2003 to Oct 2020

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

Mason & Associates, LLC

$471.4MAssets managed
414Clients
7Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1663788
Firm CRD
307206
Advisor's SEC record (opens in a new tab)
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