Porter
Clayton
Oak Lane Advisors
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About this Advisor
Porter Clayton is a financial advisor based in Idaho Falls, Idaho, working with Oak Lane Advisors. Porter has previously held positions at Wealth Navigation, LLC, Edge Financial Advisors LLC, Edge Financial Group LLC, Advanced Profit Analysis Pa, Cooper Norman, Tampa Bay Rays, and Dixie State University. Porter is registered to provide services in Idaho. Currently, Porter is part of Oak Lane Advisors, which operates out of Idaho Falls, Idaho. The firm has 1 office and 6 employees. The firm manages assets totaling $305.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Oak Lane Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oak Lane Advisors Brokerage Details
$305,164,237
6
2,127
$143,472
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Porter Clayton Work History
Wealth Navigation, LLC
Edge Financial Advisors LLC
Edge Financial Group LLC
Wealth Navigation, LLC
Advanced Profit Analysis Pa
Cooper Norman
Tampa Bay Rays
Dixie State University
Disclosures
Please visit the SEC profile of Porter Clayton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oak Lane Advisors
Centerville, UT
Idaho Falls, ID
Idaho Falls, ID
Centerville, UT
Centerville, UT
Centerville, UT
Centerville, UT
Centerville, UT
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