Kyle Austin Eagle
Investment adviser representative at Mason & Associates, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Mason & Associates, LLCJan 2026 to now
- Pbmares Wealth Management, LLCAug 2025 to Dec 2025
- Pbmares Wealth Management, LLCFeb 2025 to Jul 2025
- Pbmares Wealth Management, LLCJun 2022 to Jan 2025
- Zeppolis Italian RestaurantOct 2021 to May 2022
- Pbmares Wealth Management, LLCJun 2021 to Aug 2021
- Blue Ridge BankJan 2021 to Sep 2021
- Blue Ridge BankMay 2020 to Aug 2020
- Zeppolis Italian RestaurantAug 2019 to Dec 2019
- Virginia Polytechnic Institute and State UniversityAug 2018 to May 2022
- Rockingham County Parks & RecJun 2017 to Aug 2019
- Shirley's Gourment PopcornJan 2016 to May 2017
- Ashby Animal ClinicMar 2015 to Jul 2022
- Turner Ashby High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7694050
- Firm CRD
- 307206