Kenneth Mason, financial advisor Hamilton City CA

Kenneth Mason

CRD Number: 1823017
Current Firm: Lpl Financial LLC

Kenneth Mason (CRD# 1823017) is an Investment Advisor Representative working at Lpl Financial LLC in Hamilton City, CA and has over 24 years of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Lpl Financial LLC New Hamilton, CA Dec 2019 - Current 4
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Dec 2019 10
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Dec 2019 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 1999
Contact Info for Kenneth A. Mason
Phone Number: 704-733-3300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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
  • Pension consulting services
  • 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, VI, VT, WA, WI, WV, WY

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