Mason Adams is a registered investment advisor, based in Austin, TX, with 6 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
Clean regulatory record
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 Activities
Mason operates as Pacnorth Retirement Group, a DBA for his LPL business, since 2019. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
Kestra Advisory Services, LLC
July 2025 - Present · 10 mos
Kestra Investment Services, LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
LPL Financial LLC
December 2019 - August 2025 · 5 yrs 8 mos
LPL Financial LLCBroker
October 2019 - August 2025 · 5 yrs 10 mos
State Registrations14 states
AKAZCACOFLIDILMNMTNVORTXUTWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.