Bernadette Mashas (CRD# 2530727) is an Investment Advisor Representative working at The Investment Counsel Company in Las Vegas, NV and has over 29 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Investment Counsel Company | Las Vegas, NV | Feb 2022 - Current | 2 |
State Of Nevada | Las Vegas, NV | Feb 2021 - Jan 2022 | < 1 |
Unemployed | Las Vegas, NV | Nov 2020 - Feb 2021 | < 1 |
Fair, Anderson & Langerman | Las Vegas, NV | Aug 2007 - Nov 2020 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1994 |
S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- NV
- TX
-
Total Assets Under Management1,641MILLIONS
-
Total Number of Accounts1,783ACCOUNTS
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Average Account Value$920,099
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, ID, LA, NV, OR, TX, UT
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