Best Investors Account Sign in
Inactive

Mason Lane Carpenter

Whittier Advisors, LLC

Newport Beach, CA

Claim This Profile
Current Employers
Whittier Advisors, Llc

4695 Macarthur Court Suite 1500, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-06-12
CA RA APPROVED 2025-06-11
  • NV RA
    APPROVED
    Since 2025-06-12
  • CA RA
    APPROVED
    Since 2025-06-11

Branch Locations

4695 Macarthur Court Suite 1500, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pimco Newport Beach CA 06/2012 01/2018
Whittier Trust Company Newport Beach CA 01/2018 09/2022
Whittier Advisors Llc Newport Beach CA 09/2022 Present
  • 06/2012 → 01/2018
    Pimco
    Newport Beach, CA
  • 01/2018 → 09/2022
    Whittier Trust Company
    Newport Beach, CA
  • 09/2022 → Present
    Whittier Advisors Llc
    Newport Beach, CA
Designations

View on SEC IAPD

Other Firms

OKAPI CAPITAL, LLC
OCVC, LLC
MIG CAPITAL, LLC
RESEARCH AFFILIATES
PAAMCO PRISMA, LLC
COMPOSITION WEALTH, LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna
Rebekah A. Beekie
WILLIAM BENJAMIN SHAPIRO
Austin Mascorro
Bruce Lyle
Philip Pluta

Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

More in Newport Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor