Austin Mason
Investment adviser representative at Truist Advisory Services, Inc.
17 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Truist Advisory Services, Inc.Jun 2026 to now
- International Bank of CommerceJul 2025 to May 2026
- Oklahoma State UniversityAug 2024 to Jul 2025
- Global Payments (heartland)May 2024 to Aug 2024
- Oklahoma State UniversityAug 2023 to May 2024
- LowesJun 2023 to Aug 2023
- Oklahoma State UniversityAug 2022 to Jun 2023
- Oklahoma Gold GymnasticsAug 2020 to Aug 2022
- Kickingbird Golf CourseJun 2020 to Aug 2020
- Various K-12Jun 2009 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 8295630
- Firm CRD
- 283390