Mason Tobe Emmel
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm assets
Are you Mason Tobe Emmel? Claim your profile
Contact this firm
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
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.May 2024 to now
- Raymond James Financial Services, Inc.May 2024 to now
- Bank of America N.A.Apr 2023 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith Inc.Mar 2023 to May 2024
- Fidelity Personal and Workplace AdvisorsNov 2021 to Feb 2023
- Fidelity Brokerage Services LLCJul 2021 to Feb 2023
- Buffalo Wild WingsJan 2020 to Feb 2020
- Jersey MikesOct 2018 to Dec 2018
- AdeccoJun 2018 to Aug 2018
- Rockin S Bar and GrillMay 2018 to Jul 2021
- Oklahoma State UniversityAug 2017 to May 2021
- SchlotzskysJan 2015 to Jun 2017
- Lake Dallas High SchoolAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7420035
- Firm CRD
- 149018