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Mason Michael Page

ALLIANCE WEALTH ADVISORS, LLC·CENTERVILLE, Utah
Series 65Clean record9 years registeredALLIANCE WEALTH ADVISORS, LLC
1148 WEST LEGACY CROSSING BLVD., CENTERVILLE, UT 84014CRD# 6427006Firm CRD# 314668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mason Michael Page · CENTERVILLE, UT
Registration
CRD #6427006 · ALLIANCE WEALTH ADVISORS, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

ALLIANCE WEALTH ADVISORS, LLC
Jun 2021 – present
TOWNSQUARE CAPITAL, LLC
Mar 2018 – Nov 2021
BOUNTIFUL, UT
ALLEGIS INVESTMENT ADVISORS, LLC
Jan 2017 – Mar 2018
Bountiful, UT
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 30, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALLIANCE WEALTH ADVISORS, LLC
CRD 314668 · SEC 801-121605
AUM
$369M
Regulatory assets under management
Employees
13
1,426 client accounts
Services offered by ALLIANCE WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ALLIANCE WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Mason Michael Page offer?
Mason Michael Page specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CENTERVILLE, Utah for a consultation.
What are Mason Michael Page's credentials?
Mason Michael Page is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mason Michael Page located?
Mason Michael Page is based in CENTERVILLE, Utah, working with ALLIANCE WEALTH ADVISORS, LLC. Their office serves clients in the CENTERVILLE metropolitan area and surrounding communities.
How does Mason Michael Page charge for services?
Mason Michael Page's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLIANCE WEALTH ADVISORS, LLC?
ALLIANCE WEALTH ADVISORS, LLC has approximately 13 employees and manages $369M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALLIANCE WEALTH ADVISORS, LLC

Chad Edwards Kelley
CENTERVILLE, UT
Benjamin David Coles
CENTERVILLE, UT
Paul Alfred Coles
CENTERVILLE, UT
Scott G Hoxer
CENTERVILLE, UT

More Advisors in CENTERVILLE, Utah

Adam Craig Fisher
WEALTH NAVIGATION, LLC·CENTERVILLE, UT
Michael Scott Jones
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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