Benjamin Raikes has been Member & Senior Financial Planner of Mason & Associates since January 2024, is not listed as a control person, but directly owns between 10% and 25% of the firm. Benjamin Raikes holds a Bachelor of Science in Business, Finance major from Virginia Tech's Pamplin School of Business.
Mason & Associates, LLC is a Newport News, VA firm with $471M under management, 414 clients and 7 advisers across 8 offices, as of its August 2026 filing.
Ben Raikes is Partner and Senior Financial Planner of Mason & Associates. He joined the firm in 2022 as a Senior Financial Planner and earned partnership in 2024. He works directly with clients on tax, retirement and estate planning, works with John Mason and Tommy Blackburn on technology initiatives, and co-hosts the Federal Employee Financial Planning Podcast.
Benjamin Raikes’ longest registration was 6 years at Verus Financial Partners (2015–2021). Before joining Mason & Associates in 2022, Benjamin Raikes was registered through Verus Financial Partners and Coliseum Wealth Management, LLC.
- Mason & Associates, LLCCurrent– present · 4 yearsNewport News, VA · Adviser representative · Firm CRD 307206
- Verus Financial Partners– · 6 yearsRichmond, VA · Adviser representative · Firm CRD 106744
- Coliseum Wealth Management, LLC– · 1 yearNorth Bethesda, MD · Adviser representative · Firm CRD 165610
Professional designations
Listed by Mason & Associates
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Benjamin Raikes is registered as an investment adviser representative in 2 states. Each was approved in February 2022.
- TexasSince 15 February 2022
- VirginiaSince 15 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 April 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Benjamin Edward Raikes
- CRD
- 6042664
- Firm
- Mason & Associates · CRD 307206
- Role
- Member & Senior Financial Planner
- Office
- 2 BAYPORT WAY, SUITE 110, Newport News, VA 23606
- Registration
- Investment adviser registration
- In the industry since
- June 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- masonllc.net
Where does Benjamin Raikes work?
Benjamin Raikes has been Member & Senior Financial Planner of Mason & Associates, LLC since January 2024.
Is Benjamin Raikes a financial advisor?
Yes. Benjamin Raikes has a current investment-adviser registration in Texas and Virginia, through Mason & Associates since February 2022.
How many years of experience does Benjamin Raikes have?
Benjamin Raikes has 12 years in the financial industry, since June 2014, across 3 adviser firms.
What exams has Benjamin Raikes passed?
Benjamin Raikes passed the Series 65 in April 2013.
Where did Benjamin Raikes work before Mason & Associates?
Before Mason & Associates, Benjamin Raikes was registered through Verus Financial Partners, November 2015 to December 2021; Coliseum Wealth Management, LLC, April 2013 to November 2014.
Where is Benjamin Raikes based?
Benjamin Raikes’ registered office is in Newport News, VA.
Is Benjamin Raikes registered with FINRA?
No. Benjamin Raikes has no current broker registration.
Is Benjamin Raikes a CFP?
Mason & Associates lists Benjamin Raikes with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Benjamin Raikes’ record?
Search CRD 6042664 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Raikes’ full registration record.
