Unclaimed
Ryan Mason is an investment advisor representative at Lavaca Capital, LLC. Ryan has been in the industry since 2017. Ryan has a Series 65 license and is registered with the state of Texas. Lavaca Capital, LLC, is a firm that provides portfolio management services to businesses, individuals, investment companies and pooled investment vehicles. The firm's regulatory assets under management are over $300 million dollars.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
05/27/2021 - Present
Lavaca Capital, LLC (HOUSTON TX)
IA
Issued 05/24/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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