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Mark Alexander Haynes

Investment adviser representative at Mason Investment Advisory Services Inc
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.7BFirm 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 assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Mason Investment Advisory Services, Inc.Aug 2011 to now
  2. Mason Securities, Inc.Aug 2011 to Oct 2025

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (VA).

Mason Investment Advisory Services Inc

$15.7BAssets managed
1,147Clients
30Advisers
43 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
4408607
Firm CRD
111113
Advisor's SEC record (opens in a new tab)
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