Mason Samuels (CRD# 5434340) is an Investment Advisor Representative working at Lpl Financial LLC in Greenwood Village, CO and has over 5 years of experience in the finance industry.
CRD# 5508035
Primerica Advisors
Score
101
CRD# 2810252
Ewealth Consulting, LLC
Score
104
CRD# 3068955
Anthony Capital, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Greenwood Village, CO | Dec 2010 - Current | 6 |
| Aurora Sports Officials | Aurora, CO | Jun 2000 - Current | 17 |
| Park Avenue Securities | Greenwood Village, CO | Sep 2009 - Dec 2010 | 1 |
| Guardian Life Insurance Company Of America | Greenwood Village, CO | Jul 2009 - Dec 2010 | 1 |
| Hull & Company, Inc. | Greenwood Village, CO | Mar 2008 - Aug 2009 | 1 |
| Axa Advisors, LLC | New York, NY | Oct 2007 - Feb 2008 | < 1 |
| Pepsi Bottling Group | Denver, CO | Jun 2004 - Feb 2008 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- CO
- TX
-
Total Assets Under Management112,086MILLIONS
-
Total Number of Accounts531,091ACCOUNTS
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Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV
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