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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
Years of Experience
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Lincoln Investment Brokerage Details
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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.
Capital Analysts, Inc
Larry Clayton has no disclosures.
Please visit their SEC profile for more details.