Unclaimed Profile

Patrick James Mason

CAIRN INVESTMENT GROUP, INC.·VANCOUVER, Washington

Series 6, Series 7, Series 63, Series 66CFPClean record20 years registeredCAIRN INVESTMENT GROUP, INC.

500 BROADWAY STREET, VANCOUVER, WA 98660CRD# 4585346Firm CRD# 143601

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick James Mason · VANCOUVER, WA

Registration

CRD #4585346 · CAIRN INVESTMENT GROUP, INC. · 20 years registered

Brand Profile

Not yet started

Career History

CAIRN INVESTMENT GROUP

Sep 2015 – present

NEWFOCUS FINANCIAL GROUP, LLC

Nov 2010 – Aug 2014

VANCOUVER, WA

CHARLES SCHWAB & CO., INC.

Jul 2006 – Jul 2010

SAN DIEGO, CA

TIAA-CREF ADVICE AND PLANNING SERVICES

Oct 2005 – Jul 2006

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · October 6, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAIRN INVESTMENT GROUP, INC.

CRD 143601 · SEC 801-68016

AUM

$337M

Regulatory assets under management

Employees

838 client accounts

Services offered by CAIRN INVESTMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAIRN INVESTMENT GROUP, INC. →

Introduction

Speak with Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patrick is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in VANCOUVER?

Browse all registered financial advisors in VANCOUVER, Washington or claim this profile if it's yours.

Browse VANCOUVER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Patrick James Mason offer?

Patrick James Mason specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in VANCOUVER, Washington for a consultation.

What are Patrick James Mason's credentials?

Patrick James Mason holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Patrick James Mason located?

Patrick James Mason is based in VANCOUVER, Washington, working with CAIRN INVESTMENT GROUP, INC.. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.

How does Patrick James Mason charge for services?

Patrick James Mason'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 CAIRN INVESTMENT GROUP, INC.?

CAIRN INVESTMENT GROUP, INC. has approximately 6 employees and manages $337M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →