I am an LPL Investment Advisor Representative with Personal Financial Group. I've worked with PFG as an intern for one summer and moved my way up to an advisor role after passing the Securities Industry Essentials Exam (SIE) Series 7, and Series 66 exams that I currently hold through LPL Financial. I graduated college from The University of Kansas with a bachelor’s degree in Business Administration. While attending The University of Kansas’ Business School, I focused my core studies on Finance. I work as an advisor and help clients ranging from young investors all the way up to retirees.
-
Wealth StrategistPersonal Financial Group May 2023 - Present -
Client Relationship ManagerPersonal Financial Group Jul 2021 - Present -
Administrative AssistantPersonal Financial Group May 2021 - PresentSecurities and Advisory services offered through LPL Financial (LPL). Member FINRA/SIPC, a Registered Investment Adviser. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state -
Delivery DriverPlumbing By Fisher May 2017 - May 2021I am a delivery driver during the summer for Plumbing By Fisher where I have learned that time management is very important in that business.
Mason Clark Education Details
-
University Of KansasGeneral
Frequently Asked Questions about Mason Clark
What company does Mason Clark work for?
Mason Clark works for Personal Financial Group
What is Mason Clark's role at the current company?
Mason Clark's current role is Wealth Strategist.
What schools did Mason Clark attend?
Mason Clark attended University Of Kansas.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial