Blaine William Homan

Employer firm

Mason Investment Advisory Services Inc CRD 111113

$15.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2018 → 03/2019
  Domani Wealth Llc
  Lancaster, PA
• 05/2017 → 08/2017
  Kurtz, Connor, Browning, & Phillips, Llc.
  Vienna, VA
• 08/2015 → 05/2018
  Virginia Polytechnic Institute And State University
  Blacksburg, VA
• 03/2021 → 10/2025
  Mason Securities, Inc.
  Reston, VA
• 03/2019 → 02/2021
  Centurion Wealth Management
  Mclean, VA
• 03/2001 → Present
  Mason Investment Advisory Services, Inc.
  Reston, VA

Previous Registrations

• 2019-04-09 → 2021-02-26
  Spire Wealth Management, Llc
  Mclean, VA
  Mclean, VA
• 2018-11-16 → 2019-04-08
  Domani Wealth, Llc
  Lancaster, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-08-21
• S65 Uniform Investment Adviser Law Examination
  2018-11-16

Designations

• Certified Financial Planner