Larry
Clayton

Lincoln Investment

CRD#2311569
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Larry Clayton is a chartered financial consultant based out of Woodland Hills, California, with 25 years of professional experience. Clayton is an advisor for Lincoln Investment. Clayton has gained experience at Lincoln Investment and Capital Analysts, Inc. Clayton maintains a Series 63 license, qualifying them as a securities broker, and is approved to operate in Tennessee. Lincoln Investment is an advisory firm that has its headquarters in Woodland Hills, California. It has offices in 427 locations and a total of 1,231 people on staff. It manages $8 billion in assets under management among its 113,080 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 44 charitable organizations. Of its 113,080 accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. Lincoln Investment offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees are based on the services offered. Fees charged by Lincoln Investment most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

21021 Ventura Blvd. Suite 400
Woodland Hills, CA 91364

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Lincoln Investment Brokerage Details

Total Assets Under Management

$8,103,763,895

CA Average: $15,833,994,310
Total Number of Employees

1,231

CA Average: 41
Total Number of Accounts

113,080

CA Average: 3,342
Average Account Size

$71,664

CA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Larry Clayton Work History

Larry has 25 years of experience.

2012 - Present (7 years)

Lincoln Investment

1993 - Present (26 years)

Capital Analysts, Inc

Disclosures

Larry Clayton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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