AdFi
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William Michael Courson

Investment Adviser Representative at MASON INVESTMENT ADVISORY SERVICES INC

Reston, VACRD #1266000Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
37 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/14/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 2/8/1993
SIE
Securities Industry Essentials Examination
Passed 12/8/2015
Series 7
General Securities Representative Examination
Passed 1/25/1993
Series 24
General Securities Principal Examination
Passed 8/16/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Mason Investment Advisory Services Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MASON INVESTMENT ADVISORY SERVICES INCCurrent
7/20/2018Reston, VA
HARTLAND & CO
12/22/20153/25/2017Cleveland, OH
LANCASTER POLLARD INVESTMENT ADVISORY GROUP
4/2/201312/8/2015Columbus, OH

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Michael Courson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

William Michael Courson - Financial Advisor in Reston, VA | AdvisorFinder