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Judith Lynn Birchfield

MASON INVESTMENT ADVISORY SERVICES INC·RESTON, Virginia
SIE, Series 24, Series 62MASON INVESTMENT ADVISORY SERVICES INC
11921 FREEDOM DRIVE, RESTON, VA 20190CRD# 4370089Firm CRD# 111113

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Judith Lynn Birchfield · RESTON, VA
Registration
CRD #4370089 · MASON INVESTMENT ADVISORY SERVICES INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 24
Series 62
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
MASON INVESTMENT ADVISORY SERVICES INC
CRD 111113 · SEC 801-18054
AUM
$12.2B
Regulatory assets under management
Employees
79
1,027 client accounts
Services offered by MASON INVESTMENT ADVISORY SERVICES INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MASON INVESTMENT ADVISORY SERVICES INC →
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Frequently Asked Questions

What services does Judith Lynn Birchfield offer?
Judith Lynn Birchfield specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.
What are Judith Lynn Birchfield's credentials?
Judith Lynn Birchfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Judith Lynn Birchfield located?
Judith Lynn Birchfield is based in RESTON, Virginia, working with MASON INVESTMENT ADVISORY SERVICES INC. Their office serves clients in the RESTON metropolitan area and surrounding communities.
How does Judith Lynn Birchfield charge for services?
Judith Lynn Birchfield's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASON INVESTMENT ADVISORY SERVICES INC?
MASON INVESTMENT ADVISORY SERVICES INC has approximately 79 employees and manages $12.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MASON INVESTMENT ADVISORY SERVICES INC

Christopher Lee Schreiner
RESTON, VA
CFP
John Murphy Delaney
RESTON, VA
William Noyes Mason
RESTON, VA
Scott Stanley George
RESTON, VA

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