Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Buddy? Claim Your ProfileBuddy Dean Mason is a financial advisor with LPL Financial LLC. Buddy has been in the financial services industry since 1987 and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Buddy is registered to provide investment advice in 36 states. Buddy has also worked for Allen & Company of Florida, LLC and First American National Securities, Inc. Buddy is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/18/2021 - Present
LPL Financial LLC (LAKELAND FL)
FL
11/26/2019 - 12/12/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
FL
01/23/2018 - 11/22/2019
ALLEN & COMPANY OF FLORIDA, LLC (LAKELAND FL)
GA
11/27/1987 - 12/31/1989
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BOTH
Issued 04/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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