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Joseph Christopher Mason

Mayfair Advisory Group, LLC

Birmingham, AL

CRD 3235287

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Employer firm

Mayfair Advisory Group, LLC CRD 304668

$806M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Mayfair Advisory Group, Llc

110 Office Park Drive Suite 220, Birmingham, AL 35223 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2019-09-06
  • AL RA
    APPROVED
    Since 2019-09-06

Branch Locations

3300 Cahaba Road Suite 200, Birmingham, AL 35223 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Bhk Investment Advisors Birmingham AL 03/2008 09/2019
Mayfair Advisory Group Birmingham AL 09/2019 Present
  • 03/2008 → 09/2019
    Birmingham, AL
  • 09/2019 → Present
    Mayfair Advisory Group
    Birmingham, AL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-07-03
S63 Uniform Securities Agent State Law Examination 1999-08-17
  • S65 Uniform Investment Adviser Law Examination
    2003-07-03
  • S63 Uniform Securities Agent State Law Examination
    1999-08-17
Other Names
  • Chris Mason

View on SEC IAPD

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