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Andrew Ian Mason

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
250 advisors
Number of Clients
9,894 clients
Average Client Portfolio
$456K average
Assets Under Management
$4.5B

Fee Structure

Minimum Annual Fee:$200
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Location

2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew is the 24% owner and president of Noblechem Resources, Inc., a chemical wholesale and distribution company, and the 100% owner and president of AIM Financial Freedom, Inc., a financial services firm. He also owns a life and health insurance business, works as a garden center associate, coaches high school golf, and is the author of a book on personal finance.

Employment History
Current Registrations
Stonex Securities INC.Broker
December 2019 - Present · 6 yrs 2 mos
Stonex Advisors INC.
December 2019 - Present · 6 yrs 2 mos
Previous Registrations
Quest Capital Strategies, INC.
January 2016 - December 2019 · 3 yrs 11 mos
Quest Capital Strategies, INC.Broker
September 2009 - December 2019 · 10 yrs 3 mos
Quest Capital Strategies, INC.
September 2009 - December 2015 · 6 yrs 3 mos
National Planning Corporation ("npc of America" in Fl & Ny)
July 2007 - September 2009 · 2 yrs 2 mos
National Planning CorporationBroker
July 2007 - September 2009 · 2 yrs 2 mos
A. G. Edwards & Sons, INC.
February 2006 - July 2007 · 1 yr 5 mos
A. G. Edwards & Sons, INC.Broker
January 2006 - July 2007 · 1 yr 6 mos
State Registrations11 states
AZCACOFLILINMINJTNTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Ian Mason - Financial Advisor | TrueAdvisor