Lee
Mason
Thrivent Advisor Network, LLC
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About this Advisor
Lee Mason is a financial advisor who works out of Mesa, Arizona. Mason is on the advisory team at Thrivent Advisor Network, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Oppenheimer & Co. Inc, Edward Jones, Robinhood Financial, LLC, Thrivent Advisor Network, LLC, Coyo Az Deliveries and Pks Investments. Mason holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to advise clients in Arizona. Thrivent Advisor Network, LLC is a company that has its headquarters in Minneapolis, MN. It has offices in 34 locations and a total of 134 advisors. It administers $5 billion in assets under management across its 26,501 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 17 charities and foundations. Of its 26,501 customer accounts, just 11% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by Thrivent Advisor Network, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrivent Advisor Network, LLC Brokerage Details
$5,058,431,013
134
26,501
$190,877
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lee Mason Work History
Lee has been registered as a financial advisor for 0 years.*
Thrivent Advisor Network, LLC
Pks Investments
Coyo Az Deliveries
Robinhood Financial, LLC
Edward Jones
Oppenheimer & Co. Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lee Mason to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thrivent Advisor Network, LLC
Minneapolis, MN
Denver, CO
Camp Hill, PA
Minneapolis, MN
Minneapolis, MN
Denver, CO
Minneapolis, MN
Minneapolis, MN
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