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Mason C

Series 63, Series 65

Metairie, LA

LPL Financial

Mason Couvillon is a financial advisor with LPL Financial in Metairie, LA, holding the Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he serves as a board member of the Hartwig Moss Insurance Agency. 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 and services, including discretionary and non-discretionary management, with access to model portfolios and research from LPL Research, third-party subadvisors, and TAMP sponsors.

College savings (529s, UTMA, etc.)
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John D

CFP®, Series 63, Series 65

Metairie, LA

LPL Financial

John Dardis Sr. is a CFP® professional with 46 years of industry experience, currently affiliated with LPL Financial since 2014. He serves in several community and charitable board roles, including with Closer Walk Ministries, St. Benedict the Moor School, Jesuit High School, and the Sugar Bowl. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both proprietary and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Charles C

Series 66

Metairie, LA

LPL Financial

Charles Christy is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James Financial Services and HUB International Gulf South. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Benjamin H

Series 66

Metairie, LA

LPL Financial

Benjamin Haase is a financial advisor with LPL Financial in Metairie, LA, holding a Series 66 credential and two years of industry experience. He previously worked at Raymond James Financial and Edward Jones. Outside of advising, he has held administrative roles at Impera Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management across various investment strategies.

College savings (529s, UTMA, etc.)
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