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Tyler Philip Mason

Advisor at LPL Financial — Fairmont, WV

Updated today

Credentials

Series 66

Experience

4 years

Location

Fairmont, WV 26554

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,413 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Tyler Mason is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Cetera and John Burton. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various management options.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Fairmont, WV

1042 Morgantown Ave

Fairmont WV 26554

Advisors at this office

2

Most active in

West Virginia

Work history

4 years of industry experience

LPL Fiancial LLC

2024 - Present • 2 years

Fairmont, WV

Cetera

2023 - 2024 • 1 year

Schaumburg, IL

Cetera Advisor Networks Llc

2022 - 2024 • 2 years

El Segundo, CA

Full-time Student WVU

2022 - 2022 • 1 year

Morgantown, WV

THIS PLACE

2021 - 2021 • 1 year

Fairmont, WV

John Burton

2021 - 2024 • 3 years

Fairmont, WV

Cetera Advisor Networks

2021 - 2022 • 1 year

El Segundo, CA

John Burton

2021 - 2021 • 1 year

Fairmont, WV

John Burton

2020 - 2020 • 1 year

Fairmont, WV

Domino's Pizza

2019 - 2021 • 2 years

Morgantown, WV

Outback Steakhouse

2019 - 2019 • 1 year

Morgantown, WV

John Burton

2019 - 2019 • 1 year

Fairmont, WV

Mia Margherita Coal Fired Pizzeria

2018 - 2019 • 1 year

Bridgeport, WV

John Burton

2018 - 2018 • 1 year

Fairmont, WV

Unemployed

2018 - 2018 • 1 year

Fairmont, WV

Colasessano's Pizza

2017 - 2018 • 1 year

Fairmont, WV

Underage/Student

2012 - 2017 • 5 years

Fairmont, WV

Disclosures

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

Business activities & affiliations

Todd L

CFP®

Fairmont, WV

Blackwater Financial

I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday. During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Jennifer R

Series 63, Series 65

Morgantown, WV

Huffman & Ross Wealth Management LLC

Jennifer Ross is a financial advisor with Huffman & Ross Wealth Management LLC in Morgantown, WV, holding Series 63 and Series 65 licenses and 19 years of industry experience. She previously worked at Equitable Advisors and TIAA-CREF. Ross is also an independent licensed insurance agent. Huffman & Ross Wealth Management serves individual and high-net-worth clients, as well as corporations, offering investment advisory and financial planning services. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analysis, primarily operating in a non-discretionary capacity while providing recommendations and oversight.

Wealth management General tax planning Annuities
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Jon H

Series 63, Series 65

Morgantown, WV

Huffman & Ross Wealth Management LLC

Jon Huffman is a financial advisor with Huffman & Ross Wealth Management LLC in Morgantown, WV, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Before joining Huffman & Ross in 2025, he worked at Equitable Advisors and TIAA-CREF. Outside of advisory work, he is a licensed insurance agent. Huffman & Ross Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations. The firm employs a non-discretionary investment approach that integrates fundamental, quantitative, and modern portfolio theory analyses, focusing on long-term trading and documented risk tolerances.

Wealth management General tax planning Annuities
user avatar

Delaina K

Series 63, Series 66

Fairmont, WV

Alden investment Group

Delaina Kucish is a financial advisor with Alden Investment Group, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Edward Jones for over two decades before joining Alden Investment Advisors, LLC and J. Alden Associates, Inc. She is president of The Monumental Basketball Association, a nonprofit organization. Alden Investment Advisors serves individual clients, retirement plans, nonprofits, other advisors, and pooled vehicles with discretionary and non-discretionary portfolio management, retirement-plan advisory, and fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technology and service providers and supports unified managed accounts.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Courtney K

Series 66

Fairview, WV

Alden investment Group

Courtney Kucish is a financial advisor at Alden Investment Group with 17 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 15 years. Outside of advising, she serves as secretary for a retail shipping business in Fairmont, WV. Alden Investment Advisors serves individual clients, retirement plans, nonprofits, other advisors, and pooled vehicles with discretionary and non-discretionary portfolio management and fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies and third-party managers, delivered primarily through its Alden COVE platform.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
user avatar

Jonathan S

Series 63, Series 65

Morgantown, WV

United Brokerage Services, INC

Jonathan Schnell is a financial advisor at United Brokerage Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and PNC Investments prior to joining his current firm. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various programs. The firm primarily manages client assets on a non-discretionary basis and maintains an affiliation with United Bank, combining bank affiliation with a dual RIA and broker-dealer registration.

Tax-loss harvesting Wealth management
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