Mason Sova
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered 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 LLCDec 2025 to now
- DfcuDec 2025 to now
- Equitable Advisors, LLCOct 2024 to Nov 2025
- UnemployedSep 2024 to Sep 2024
- Student PaintersMay 2024 to Aug 2024
- Firebolt GroupJul 2023 to Aug 2023
- Firebolt GroupMay 2022 to Aug 2022
- Firebolt GroupMay 2021 to Aug 2021
- Michigan State UniversityAug 2020 to May 2024
- Bader AcresMay 2020 to Aug 2020
- Polo Ralph LaurenJul 2019 to Sep 2019
- The Links At Hunter's RidgeMay 2019 to Jul 2019
- Fowlerville High SchoolAug 2018 to May 2020
- Links At Hunters RidgeMay 2018 to Aug 2018
- UnemployedOct 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7998345
- Firm CRD
- 6413