Remove Fee Only Remove Financial Advisor Remove Seminar
article thumbnail

#FASuccess Ep 402: Accelerating Early Advisor Growth With A (Federal Employee) Specialization That Evolves Over Time, With John Mason

Nerd's Eye View

Welcome to the 402nd episode of the Financial Advisor Success Podcast! Welcome everyone! My guest on today's podcast is John Mason. John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households. Read More.

article thumbnail

6 Tips to Avoid Financial Fraud and Guard Your Investments

WiserAdvisor

You can reach out to a professional financial advisor to help you in safely managing and growing your finances and avoiding offers/investments that may seem risky or fishy. If you get a free lunch from a salesperson at a seminar or event, take their material (brochures, pamphlets, etc.) home and read it thoroughly.