Mason Chambers Ibert
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCAug 2022 to now
- Hancock Whitney BankApr 2020 to Aug 2022
- Hancock Whitney Investment Services, Inc.Apr 2020 to Aug 2022
- Cetera Investment Advisers LLCJun 2017 to Apr 2020
- Cetera Investment Servces LLCJun 2017 to Apr 2020
- Red River BankJun 2017 to Apr 2020
- Morgan Stanley Private Bank, National AssociationSep 2016 to Jun 2017
- Morgan StanleyJun 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6638034
- Firm CRD
- 6413