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Mason Odom

Advisor at LPL Financial

Updated today

Location

Clovis, NM 88101

Credentials

Series 66

Industry experience

4 years

About

Mason Odom is a financial advisor with LPL Financial in Clayton, NM, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2021 and has been associated with The Bank of Clovis since 2014. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

300 N Main St

Clovis, NM 88101

Most active in

New Mexico · Texas

Work history

LPL Financial, LLC

2021 - Present (5 years)

The Bank of Clovis

2014 - Present (12 years)

Disclosures

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

Business activities & affiliations

Marissa L

Series 66

Clovis, NM

Edward Jones

Marissa Lucas is a financial advisor with Edward Jones in Clovis, NM, holding a Series 66 designation and three years of industry experience. She previously worked at American Heritage Bank and has held various roles at Texas Tech University and in the service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Multi-generational wealth transfer Military & Veterans Intergenerational Families
user avatar

Earl T

Series 63, Series 66

Clovis, NM

Edward Jones

Earl Turvaville is a financial advisor with Edward Jones in Clovis, NM, holding Series 63 and Series 66 credentials and having 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a board member and secretary of Lighthouse Mission, Inc., a local rescue mission serving the homeless. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Alan K

Series 66

Clovis, NM

Edward Jones

Alan Kinlund is a financial advisor at Edward Jones in Clovis, NM, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member at Eastern New Mexico University and is involved in real estate development through a partnership coordinating the building of duplexes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Jason H

Series 66

Clovis, NM

LPL Financial

Jason Hennessy is a financial advisor with LPL Financial in Clovis, NM, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2012. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Tyler L

CFP®, ChFC®, Series 66

Clovis, NM

Edward Jones

Tyler Lucas is a financial advisor with Edward Jones in Clovis, NM, holding the CFP®, ChFC®, and Series 66 credentials, and has seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Chili's and the City of Clovis. He also serves as an adjunct professor, teaching financial planning courses remotely. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General retirement planning General estate planning guidance Military & Veterans Founder/Business Owner

Jeremiah J

Series 66

Clovis, NM

Edward Jones

Jeremiah Johnson is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he spent seven years working in educational roles at Allen High School and Van Alstyne High School. Outside of his advisory work, he is a 50% partner in Crittenden Investments LLC, a family business involved in custom home building and agriculture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large network of advisors and branch offices nationwide.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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