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Derek Charles Mason

Advisor at Cetera — Boston, VA

Updated today

Credentials

Series 63, Series 66

Experience

18 years

Location

Boston, VA 24592

Cetera logo

Cetera

Institution

Total advisors

10,177

Across 5,103 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Derek Mason is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at The Bank of Charlotte County and Benchmark Community Bank. Mason serves as a Halifax County School Board member, participating in the governance of the local school system. Cetera Investment Advisers LLC is an SEC-registered firm with a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliations.

Client services

Based on Cetera

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

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Boston, VA

4100 Halifax Rd, Ste 100

Boston VA 24592

Advisors at this office

1

Most active in

Virginia

Work history

18 years of industry experience

Cetera

2018 - Present • 8 years

South Boston, VA

Cetera Investment Services Llc

2018 - Present • 8 years

St Cloud, MN

The Bank of Charlotte County

2017 - Present • 9 years

South Boston, VA

Benchmark Community Bank

2015 - 2017 • 2 years

South Boston, VA

infinex Investments, Inc.

2015 - 2017 • 2 years

Meriden, CT

Disclosures

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

Business activities & affiliations

user avatar

Michelle F

Series 66

South Boston, VA

Verus Capital Partners, LLC

Michelle Fulcher is a financial advisor at Verus Capital Partners, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked in various roles at firms including LPL Financial, LLC and Avantax. Outside of advising, Fulcher is a notary and has been involved in administrative support roles within her firm. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses fundamental and technical analysis to create customized portfolios and employs tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerance, and tax considerations.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
user avatar

Nancy L

Series 66

South Boston, VA

Edward Jones

Nancy Long is a financial advisor with Edward Jones in South Boston, VA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Darden S

Series 63, Series 65

South Boston, VA

LPL Financial

Darden Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Cameron S

Series 66

South Boston, VA

Edward Jones

Cameron Starke is a Series 66 licensed financial advisor with Edward Jones in South Boston, VA, and has 8 years of industry experience. He has worked at Edward Jones since 2017 and previously held positions at Lenovo and CTG. Outside of his advisory role, he is a silent partner in a restaurant located in Halifax, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and branch offices and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Mary P

Series 66

South Boston, VA

Edward Jones

Mary Popek is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021, following prior roles at Truist and the Halifax County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Chris B

Series 63, Series 66

South Boston, VA

Raymond James Financial

Chris Bailey is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked with Raymond James since 2020 and previously spent seven years with Infinex Investments, Inc. Bailey also serves as Vice President and lead financial advisor of the investment division at Benchmark Financial Solutions, a support company affiliated with Benchmark Community Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm uses analytical tools such as risk profiling and probability modeling to tailor recommendations and supports these through various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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