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Andrew Hideo Kent Mason

Advisor at Cambridge Investment Research Advisors — Corona, CA Temescal Canyon Rd.

Updated today

Credentials

Series 63, Series 66

Experience

1 year

Location

Corona, CA 92883

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,197 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Andrew Mason is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds Series 63 and Series 66 credentials and has prior work experience with Twins Chiropractic and several other firms. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers comprehensive financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management strategies and platform arrangements.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Corona, CA Temescal Canyon Rd.

4160 Temescal Canyon Rd., Ste. 401

Corona CA 92883

Advisors at this office

3

Most active in

California

Work history

1 year of industry experience

Cambridge Investment Research Advisors, Inc.

2026 - Present • 1 year

Fairfield, IA

Cambridge Investment research, Inc.

2024 - Present • 2 years

Fairfield, IA

Cambridge Investment research, Inc.

2021 - 2025 • 4 years

Fairfield, IA

Twins Chiropractic

2019 - 2025 • 6 years

Garden Grove, CA

Advisory Cloud

2018 - 2019 • 1 year

Newport, CA

Common Areas

2018 - 2018 • 1 year

Tustin, CA

NimbleRx

2017 - 2017 • 1 year

Menlo, CA

Mueller Industries

2016 - 2017 • 1 year

San Francisco, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Samuel S

Series 66

Lake Forest, CA

Solid State Wealth Advisory Group

Samuel Sharples is a financial advisor at Solid State Wealth Advisory Group with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for 11 years and Waddell & Reed for one year. Solid State Wealth Advisory Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, and businesses. The firm provides discretionary investment management, financial planning, and consulting with investment strategies tailored to clients’ goals, risk tolerance, and time horizon, utilizing a variety of analytical methods and may appoint sub-advisors to manage client accounts.

Wealth management Tax strategies for small businesses

Mark W

CFP®

Irvine, CA

Mile Wealth Management

Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.

General retirement planning Baby Boomers (Born 1946-1964)
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Binjie L

CFA®, Series 63

Irvine, CA

XFO Capital

Binjie Li is a CFA charterholder and holds a Series 63 license, with six years of industry experience. He is currently with XFO Capital and GT Securities, Inc., having previously worked at Northwestern Mutual and MSQ Ventures among other firms. XFO Capital provides investment management, financial planning, and consulting services to a diverse client base including high-net-worth individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs a broad mix of investment types using both active and passive strategies, offering discretionary management with a long-term orientation as well as specialized services such as direct indexing and laddered bond strategies.

Private / alternative investments Tax-loss harvesting Options & derivatives strategies Real estate investing Founder/Business Owner
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Allen D

Series 63, Series 65

Lake Mathews, CA

Royale Investment Advisor LLC

Allen Drake is the sole advisor at Royale Investment Advisor LLC, an independent firm based in Lake Mathews, CA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to founding Royale in 2006, he has worked at UPS since 1988. In addition to advisory services, he sells life, health, and disability insurance to support clients' financial plans. Royale Investment Advisor LLC provides asset management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a long-term buy-and-hold investment approach while maintaining flexibility for shorter-term trades and manages most assets on a non-discretionary basis, requiring client approval for transactions.

General retirement planning General tax planning Wealth management Active portfolio management
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Yao J

Series 65

Irvine, CA

Aurevia Capital Inc.

Yao Jin is a financial advisor at Aurevia Capital Inc. with a Series 65 designation and one year of industry experience. Prior to joining Aurevia Capital in 2026, Yao's background includes work at Dynasty International Foods and periods as a student. Aurevia Capital Inc. is an independent advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm employs a combination of fundamental and technical analysis alongside long-term strategies and portfolio monitoring.

Wealth management
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Percy K

Series 63, Series 65

Irvine, CA

FTIB Asset Management LLC

Percy Kandukira is a financial advisor with FTIB Asset Management LLC in Irvine, CA, holding Series 63 and Series 65 credentials and two years of industry experience. He has previously worked at Ornate Investment Managers LLC and Finalis Securities LLC. Kandukira also serves as a managing member of Ornate, focusing on investment banking deal origination and execution. FTIB Asset Management LLC is a state-registered investment adviser offering tailored portfolio management and pension consulting to individual, business, and institutional clients. The firm employs an IPS-driven process emphasizing planning, monitoring, and rebalancing, and provides services exclusively on a non-discretionary basis to a broad institutional client base.

Founder/Business Owner
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