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Garrison Rexon North

MASTER'S WEALTH MANAGEMENT INC.·LANCASTER, Pennsylvania
SIE, Series 7, Series 63, Series 65CFPClean record11 years registeredMASTER'S WEALTH MANAGEMENT INC.
480 NEW HOLLAND AVENUE, LANCASTER, PA 17602CRD# 5927506Firm CRD# 328693

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Garrison Rexon North · LANCASTER, PA
Registration
CRD #5927506 · MASTER'S WEALTH MANAGEMENT INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

MASTER'S WEALTH MANAGEMENT INC.
Mar 2024 – present
SECURITIES AMERICA ADVISORS, INC.
Oct 2014 – Apr 2024
LANCASTER, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · October 29, 2014
Years registered · 11
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MASTER'S WEALTH MANAGEMENT INC.
CRD 328693 · SEC 801-129711
AUM
$380M
Regulatory assets under management
Employees
10
1,175 client accounts
Services offered by MASTER'S WEALTH MANAGEMENT INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MASTER'S WEALTH MANAGEMENT INC. →
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05

Frequently Asked Questions

What services does Garrison Rexon North offer?
Garrison Rexon North specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Garrison Rexon North's credentials?
Garrison Rexon North holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Garrison Rexon North located?
Garrison Rexon North is based in LANCASTER, Pennsylvania, working with MASTER'S WEALTH MANAGEMENT INC.. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Garrison Rexon North charge for services?
Garrison Rexon North's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASTER'S WEALTH MANAGEMENT INC.?
MASTER'S WEALTH MANAGEMENT INC. has approximately 10 employees and manages $380M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MASTER'S WEALTH MANAGEMENT INC.

Charles David Keller
LANCASTER, PA
Lyle E Hershey
LANCASTER, PA
CFP

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