Kyle Mason

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

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

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

Current Employers

Employment History

• 05/2021 → 04/2023
  Valic Financial Advisors
  Houston, TX
• 01/2012 → 05/2021
  Mason Luxury Homes
  The Woodlands, TX
• 12/2022 → 04/2023
  Agia
  Houston, TX
• 04/2023 → 09/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 01/2020 → 12/2020
  Texas A And M International University
  Laredo, TX
• 01/2019 → 12/2019
  Sam Houston State University
  Huntsville, TX
• 05/2023 → 09/2023
  Bank Of America, N.A.
  Houston, TX
• 03/2024 → Present
  Valic Financial Advisor, Inc.
  Houston, TX
• 09/2023 → 03/2024
  Unemployed
  Houston, TX
• 03/2024 → Present
  Agia
  Houston, TX

Previous Registrations

• 2023-05-16 → 2023-09-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 2021-07-01 → 2023-04-21
  Valic Financial Advisors, Inc.
  Houston, TX
  Houston, TX
  The Woodlands, TX

Other Businesses

AGIA POSITION: Agent NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/18/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non-securities insurance products for AGIA KYLE MASON POSITION: affiliate marketer NATURE: As an individual I post images of furniture and apparel on the social bookmarking web site Pinterest.com. Some of the images posted come from Amazon.com. If a consumer clicks on an image that I have posted on Pinterest and arrives on Amazon.com in order to purchase the product featured in the posted image, I am paid a commission by Amazon.com via their affiliate program. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 15 S AVONLEA CIR, SPRING TX 77382, United States DESCRIPTION: I perform affiliate marketing as an individual. I use Microsoft Power Automate to post images on Pinterest.com. AGIA POSITION: Agent NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/18/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non-securities insurance products for AGIA KYLE MASON POSITION: affiliate marketer NATURE: As an individual I post images of furniture and apparel on the social bookmarking web site Pinterest.com. Some of the images posted come from Amazon.com. If a consumer clicks on an image that I have posted on Pinterest and arrives on Amazon.com in order to purchase the product featured in the posted image, I am paid a commission by Amazon.com via their affiliate program. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 15 S AVONLEA CIR, SPRING TX 77382, United States DESCRIPTION: I perform affiliate marketing as an individual. I use Microsoft Power Automate to post images on Pinterest.com.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-28

Designations

• Certified Financial Planner
• Chartered Financial Consultant