Zachary Taylor Mason
Investment adviser representative at Verus Capital Partners, LLC
15 yearsExperience
3 statesRegistered in
$2.3BFirm assets
12 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial, LLCOct 2020 to now
- Verus Capital Partners, LLCSep 2012 to now
- Securities America, IncOct 2011 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, TX).
Verus Capital Partners, LLC
$2.3BAssets managed
5,642Clients
47Advisers
12 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
- 5871058
- Firm CRD
- 151568