Kara Lynn Mason

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 09/2016
  High Point Golf Course
  Essex, IL
• 02/2015 → Present
  Raymond James Financial Services, Inc
  Wilmington, IL
• 06/2016 → Present
  Oak Knoll Finanical Strategies
  Wilmington, IL
• 11/2022 → 12/2023
  Integrator Consulting Services
  Wilmington, IL

Other Businesses

(1)Name of Business: Address: 33737 West River Road, WILMINGTON, IL, 60481, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: affiliate marketing for Tiktok, LTK, and Amazon. I only get paid when/if someone buys a product from my link.

Exams

• S66 Uniform Combined State Law Examination
  2019-11-01