Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Van Mason is a financial advisor with LPL Financial LLC in BEAVERTON, OR. Charles has been in the industry since 1998 and is registered with FINRA and the states of Alaska, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Idaho, Louisiana, Montana, New Mexico, New York, North Carolina, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, and Washington. Charles is a Series 7, Series 24, Series 63, and Series 65 licensed professional. Charles has experience working for various financial institutions, including AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Commonwealth Financial Network, and American Express Financial Advisors Inc. Charles has a strong focus on providing comprehensive financial planning services, including portfolio management, retirement planning, college savings, and estate planning. Charles works with a variety of clients, including individuals, families, businesses, and trusts.
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
OR
04/18/2007 - Present
LPL Financial LLC (BEAVERTON OR)
OR
10/31/2005 - 12/14/2006
AIG FINANCIAL ADVISORS, INC. (BEAVERTON OR)
AZ
01/21/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
10/31/2000 - 01/14/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MN
08/26/1998 - 11/30/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/26/1998 - 11/30/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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