CW
Charles William Mason
CRD 322180
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Mason & Associates, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Mason & Associates, Inc.
Ceo · Less than 5% · Jan 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗