Zachary Mason
Zachary Mason is a registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 14 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
14301 N 87th St #307, Scottsdale, AZ, 85206
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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
Zachary is involved in several business activities, including Verus Capital Partners LLC (since 2011) and New Break Financial. He also works as an agent for non-variable insurance through Advisors Excel, Wealthpoint, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Verus Capital Partners, LLC
Previous Registrations
Verus Capital Partners, LLC
Securities America, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations35 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.