Mason Scott Tucker

Employer firm

Integrated Advisors Network LLC CRD 171991

$5.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 09/2017 → 09/2019
  Ernst & Young
  Encinitas, CA
• 09/2019 → Present
  Copper Crest Cpas, Llc
  San Diego, CA
• 09/2019 → Present
  Copper Crest Insurance Services, Llc
  San Diego, CA
• 10/2019 → Present
  Integrated Advisors Network, Llc/Dba Copper Crest Advisors, Llc
  San Diego, CA
• 09/2012 → 09/2017
  Texas Christian University
  Fort Worth, TX

Other Businesses

Copper Crest CPA's LLP - non investment related Copper Crest Insurance Services, LLC - non investment related Copper Crest Capital, Investment related, Principal, 10/2019, 40 hours, DBA, 5330 Carroll Canyon Rd, Suite 100, San Diego, CA 92121

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-26