Darren Mason, financial advisor Newport Beach CA

Darren Mason

CRD Number: 1442700
Current Firm: Lpl Financial LLC

Darren Mason (CRD# 1442700) is an Investment Advisor Representative working at Lpl Financial LLC in Newport Beach, CA and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Newport Beach, CA Jun 2023 - Current < 1
Crump Harrisburg, PA Jan 1994 - Jun 2023 29
Securian Financial Services, Inc. St. Paul, MN Aug 1988 - Jun 2023 34
Minnesota Life St. Paul, MN Jun 1979 - Jun 2023 44
Tax & Financial Group Newport Beach, CA Jun 1979 - Jun 2023 44
W.j. Barrett Insurance Agency Capistrano Beach, CA Jan 2000 - Oct 2015 15
Ruland & Mattingly Laguna Niguel, CA Jan 1992 - Oct 2015 23
Self Employed Laguna Niguel, CA Jun 1979 - Oct 2015 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Darren S. Mason
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • TX
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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