Vanessa Mason
Vanessa Mason is a registered investment advisor at LPL Financial LLC, based in Fountain Hills, AZ, 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
Fountain Hills, AZ
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Regulatory History (1)
Financial
May 2025Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Msh Capital Advisors LLC
M. S. Howells & CO.Broker
LPL Financial LLCBroker
LPL Financial LLC
Comerica SecuritiesBroker
Comerica Securities
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
USAA Financial Advisors, INC.Broker
USAA Investment Management Company
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
LPL Financial CorporationBroker
Uvest Financial Services Group, INC.Broker
NFP Securities, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations2 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.