Kevin Mason is a registered investment advisor at LPL Financial LLC, based in Tampa, FL, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
8355 Gunn Hwy, Tampa, FL, 33626
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2009Customer Dispute
December 2008Employment Separation After Allegations
May 1989Other Business Activities
Kevin operates his LPL business under the DBA Mason Advisory Group, dedicating full-time hours. He also owns MB Consulting, LLC, spending minimal time, and Mason Tax Management, LLC, spending a few hours per week providing tax preparation services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Amsouth Investment Services, INC.Broker
First of America Brokerage Service, INC.Broker
Key Investments INC.Broker
Independent Financial Securities, INC.Broker
Creative Tax Planners, INC.Broker
Guardian Investor Services CorporationBroker
First Investors CorporationBroker
State Registrations44 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.