Mason Phillip Terrell
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCJun 2024 to now
- WorleyAug 2022 to Apr 2024
- UnemployedJun 2022 to Aug 2022
- RoyomartinJun 2021 to Aug 2021
- Louisiana Tech University College of Engineering and ScienceSep 2020 to Mar 2021
- RoyomartinJun 2020 to Aug 2020
- Full Time StudentSep 2018 to May 2022
- UnemployedJun 2018 to Aug 2018
- Louisiana Archery and Sports CenterAug 2016 to Nov 2017
- Full Time High School StudentJan 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7938948
- Firm CRD
- 6413