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Mason Marozas

Advisor at LPL Financial — Bastrop, TX Hwy 71 W

Updated today

Credentials

Series 63, Series 66

Experience

6 years

Location

Bastrop, TX 78602

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Mason Marozas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and KU Student Money Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and various institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Bastrop, TX Hwy 71 W

971 Hwy 71 W

Bastrop TX 78602

Advisors at this office

3

Most active in

Texas

Work history

6 years of industry experience

LPL Financial

2021 - Present • 5 years

Bastrop, TX

Royal Alliance Associates, INC.

2019 - 2021 • 2 years

Bastrop, TX

UnEmployed

2018 - 2019 • 1 year

Olathe, KS

KU Student Money Management

2018 - 2018 • 1 year

Lawrence, KS

Bixy

2015 - 2017 • 2 years

Lawrence, KS

ASA

2009 - 2018 • 9 years

Olathe, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Barbara D

Series 63, Series 65

McDade, TX

WESTPARK WEALTH Advisors, Inc.

Barbara Derusha is a financial advisor at Westpark Wealth Advisors, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Westpark Wealth Advisors since 2018, in addition to roles at Calton & Associates, Inc. and Pension Planners of Central Texas. Outside of her advisory roles, she is a partner in Compass Retirement Planning. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm employs a range of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Options & derivatives strategies
user avatar

Diane B

Series 63, Series 66

Bastrop, TX

Hilltop Securities inc.

Diane Binford is a financial advisor at Hilltop Securities Inc. with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Hilltop Securities since 2018, with prior experience at Southwest Securities Inc. Hilltop Securities serves a diverse client base including individual, high-net-worth, institutional, corporate, and retirement-plan sponsors, offering a range of advisory and brokerage services on an open-architecture platform that includes firm-sponsored and third-party investment strategies. The firm combines custody, banking, and market-making capabilities, providing clients with discretionary and non-discretionary management options, tax-aware and impact overlay services, and specialized municipal bond strategies.

Tax-loss harvesting Wealth management Retirement income strategy Annuities Active portfolio management Founder/Business Owner Retired
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Aaron B

Series 65, Series 66

Bastrop, TX

Altitude Capital Management LLC

Aaron Barnes is a financial advisor at Altitude Capital Management LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Willis Towers Watson and CV Starr. Outside of advising, he is involved in insurance sales and mortgage loan brokerage activities in Austin, Texas. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing strategies such as asset allocation and dollar-cost averaging, with accounts managed primarily on a discretionary basis.

Annuities General estate planning guidance
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Matthew K

Series 66

Bastrop, TX

Wealth Enhancement Advisory Services, LLC

Matthew Kolesky is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 24 years of industry experience. His prior experience includes 22 years at Arbor Capital Management, Inc. before joining Wealth Enhancement Advisory Services and the Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that integrates passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Michael H

Series 63, Series 65

Bastrop, TX

LPL Financial

Michael Hosford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior work includes roles at Royal Alliance, National Planning Corporation, and American General Securities Incorporated. Outside of advising, he is involved in equipment leasing through Lone Ranger Leasing, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joe A

Series 66

West Bastrop, TX

LPL Financial

Joe Abbott is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Wells Fargo Clearing, BBVA Compass Insurance Agency, and Morgan Stanley. Abbott is also involved with First National Bank of Bastrop and Highland Capital Brokerage in financial advisory and insurance-related capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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