Mason F Carrier

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 07/2023 → 04/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2023 → 04/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2022 → 02/2023
  At&T
  Irving, TX
• 12/2021 → 07/2022
  Blake Jordan State Farm
  Edmond, OK
• 06/2021 → 11/2021
  International Bank Of Commerce
  Oklahoma City, OK
• 04/2020 → 09/2020
  Oak Tree Country Club
  Edmond, OK
• 08/2017 → 04/2020
  University Of Central Oklahoma
  Edmond, OK
• 07/2013 → 08/2018
  Full Time Student
  Edmond, OK
• 09/2020 → 06/2021
  University Of Central Oklahoma
  Edmond, OK
• 11/2021 → 05/2022
  University Of Oklahoma
  Edmond, OK
• 11/2023 → 04/2024
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 04/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oklahoma City, OK
• 02/2023 → 04/2024
  Adaptation Financial
  Oklahoma City, OK
• 08/2018 → 12/2018
  Cowley College
  Arkansas City, KS
• 06/2024 → Present
  Bank Of America, N.A.
  Oklahoma City, OK

Previous Registrations

• 2023-11-15 → 2024-05-04
  Cambridge Investment Research Advisors, Inc.
  Oklahoma City, OK

Exams

• S66 Uniform Combined State Law Examination
  2023-11-14

Other Names

• Mason Carrier
• Mason Ford Carrier