Mason Couvillon
Mason Couvillon is a registered investment advisor at LPL Financial LLC, based in Metairie, LA, with 21 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
2121 Airline Dr Ste 580, Metairie, LA, 70001-5984
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mason operates Dardis Couvillon & Associates as a DBA for his LPL business and sells life, disability, and LTC insurance, dedicating about 10-20% of his time to insurance sales. He also owns a small real estate rental property and serves as a board member for Hartwig Moss Insurance Agency.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Becker & Suffern, LTD.Broker
Dean Witter Reynolds INC.Broker
State Registrations33 states
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