Mason Gehart Ouren

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 11/2023 → Present
  Truist Investment Services, Inc.
  Houston, TX
• 12/2019 → 11/2023
  Luna Genetics, Inc.
  Houston, TX
• 05/2018 → 12/2019
  Asuragen, Inc.
  Austin, TX
• 05/2017 → 12/2017
  Jump Gymnastics
  Austin, TX
• 05/2017 → 08/2017
  The University Of Texas At Austin
  Austin, TX
• 08/2016 → 12/2019
  The University Of Texas At Austin
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-04-13