Gregory Mason is a registered investment advisor at LPL Financial LLC, based in Biloxi, MS, with 19 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
706 Howard Ave, Biloxi, MS, 39530
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Regulatory History (2)
Customer Dispute
December 2022Customer Dispute
August 2014Other Business Activities
Gregory operates Cadence Investment Services as a DBA for his LPL business. He also owns KJG Rentals, a real estate rental business, dedicating a few hours per week to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Infinex Investments, INC.Broker
Infinex Investments, INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
PNC Investments
PNC InvestmentsBroker
Hancock Investment Services, INC.Broker
Hancock Investment Services, INC.
Investment Professionals, INC.
Investment Professionals, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations15 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.