Charles Mason
Charles Mason is a registered investment advisor at LPL Financial LLC, based in Beaverton, OR, with 27 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
8625 SW Cascade Ave 240, Beaverton, OR, 97008
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Regulatory History (1)
Customer Dispute
May 2008Other Business Activities
Charles is associated with Stoneridge Wealth Management, operating under a DBA at an address in Beaverton, Oregon. This activity is not investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Aig Financial Advisors, INC.Broker
The Householder Group, Estate & Retirement Specialists
The Householder Group, Estate & Retirement Specialists
Sunamerica Securities, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations23 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.