Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Mason has been in the financial industry since September 1988. Kenneth is currently registered with LPL Financial LLC and holds licenses in multiple states. Prior to joining LPL Financial LLC, Kenneth worked at SagePoint Financial, Inc. and American General Securities Incorporated. Kenneth specializes in various areas and works with a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Kenneth is also a JV Coach at Hamilton High School, which is not investment-related.
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.
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CA
08/09/2024 - Present
LPL Financial LLC (HAMILTON CITY CA)
CA
10/31/2008 - 12/17/2019
SAGEPOINT FINANCIAL, INC. (HAMILTON CITY CA)
CA
09/20/1988 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (CHICO CA)
BOTH
Issued 04/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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