Mason Phillip Terrell

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2024 → Present
  Lpl Financial Llc
  Baton Rouge, FL
• 08/2022 → 04/2024
  Worley
  Baton Rouge, LA
• 06/2020 → 08/2020
  Royomartin
  Oakdale, LA
• 06/2021 → 08/2021
  Royomartin
  Oakdale, LA
• 09/2018 → 05/2022
  Full Time Student
  Ruston, LA
• 09/2020 → 03/2021
  Louisiana Tech University College Of Engineering And Science
  Ruston, LA
• 08/2016 → 11/2017
  Louisiana Archery And Sports Center
  Pineville, LA
• 01/2014 → 05/2018
  Full Time High School Student
  Pineville, LA
• 06/2018 → 08/2018
  Unemployed
  Pineville, LA
• 06/2022 → 08/2022
  Unemployed
  Pineville, LA

Other Businesses

1) 06/11/2024 - Ourso Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-19