Keith Mason (CRD# 2823128) is an Investment Advisor Representative working at Primerica Advisors in Delmar, NY and has over 27 years of experience in the finance industry.
CRD# 6468527
Atlas Private Wealth Management, LLC
CRD# 4293316
Del-sette Capital Management, LLC
CRD# 5163406
Fenimore Asset Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Delmar, NY | Sep 1996 - Current | 27 |
| Primerica Financial Services | Delmar, NY | Jun 1996 - Current | 27 |
| Frito Lay | Clifton Park, NY | Oct 2018 - Feb 2022 | 3 |
| Unemployed | Gansevoort, NY | Jul 2018 - Oct 2018 | < 1 |
| Blue Rock Energy | Syracuse, NY | Apr 2016 - Jul 2018 | 2 |
| Kelloggs | Syracuse, NY | Feb 2014 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1997 |
- NY
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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