Mason Goynes, financial advisor Baton Rouge LA

Mason Goynes

CRD Number: 6710594
Current Firm: Lincoln Financial Advisors Corporation

Mason Goynes (CRD# 6710594) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Baton Rouge, LA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Louisiana State University Baton Rouge, LA Aug 2020 - Current 1
Lincoln Financial Advisors Corporation Baton Rouge, LA Apr 2020 - Current 1
The Shobe Financial Group Baton Rouge, LA Jul 2018 - Aug 2020 2
Raymond James Financial Services, Inc. Baton Rouge, LA Dec 2017 - Aug 2020 2
Shobe & Associates, Inc. Baton Rouge, LA Sep 2016 - Jul 2018 1
Raymond James Financial Services, Inc. Baton Rouge, LA Aug 2017 - Dec 2017 < 1
Raymond James Financial Services, Inc. Baton Rouge, LA Sep 2016 - Aug 2017 < 1
Lsu University Stores Baton Rouge, LA Aug 2014 - Sep 2016 2
Central Private School Baker, LA Jul 2013 - Aug 2014 1
Central Private School Baker, LA May 2011 - Jul 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Mason K. Goynes
Phone Number: 800-237-3813
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    30,687
    MILLIONS
  • Total Number of Accounts
    91,866
    ACCOUNTS
  • Average Account Value
    $334,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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