Mason Lawrence
Investment adviser representative at UBS Financial Services Inc.
15 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 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 feeCommissionsOther
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.
- UBS Financial Services Inc.Jun 2021 to now
- Full-time EducationSep 2020 to Jun 2021
- D.A. Davidson & Co.Jun 2020 to Sep 2020
- Full-time EducationSep 2019 to Jun 2020
- Pacific Capital Resource GroupJun 2019 to Sep 2019
- Full Time EducationSep 2018 to Jun 2019
- E.K. Riley InvestmentsJun 2018 to Sep 2018
- Full-time EducationSep 2017 to Jun 2018
- UnemployedJun 2017 to Sep 2017
- Full-time EducationSep 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 6978409
- Firm CRD
- 8174