Mason GoynesCRD 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.
Benedict Financial Planning
Infinex Investments, Inc.
Abel Hall, LLC
|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|
Total Assets Under Management30,687MILLIONS
Total Number of Accounts91,866ACCOUNTS
Average Account Value$334,043
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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