Claiborne
Lagrone
Lpl Financial LLC
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About this Advisor
Claiborne Lagrone is a financial advisor operating out of Ocean Springs, Mississippi, who has been in the advisory business for 12 years. Lagrone is currently employed by Lpl Financial LLC. Lagrone has gained experience at Lpl Financial, Ing Financial Partners, Inc, Voya Financial Advisors, Allstate Insurance Co, Government Street Consultants, Beau Monde Consulting, Hancock/Whitney Bank, Hancock/Whitney Investment Services, Inc and Lpl Financial, LLC. Lagrone holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Mississippi. Lpl Financial LLC is a registered investment business that has its headquarters in Ocean Springs, Mississippi. The investment advisory business has offices in 9,898 locations and a total of 28,744 people on staff. It administers $404 billion in assets under management across its 1,517,995 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 3,162 charitable organizations. Of its 1,517,995 accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on which services are offered. Fee types charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Lpl Financial LLC Brokerage Details
$404,176,194,148
28,744
1,517,995
$266,257
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Claiborne Lagrone Work History
Claiborne has 12 years of experience.
Lpl Financial, LLC
Hancock/Whitney Bank
Hancock/Whitney Investment Services, Inc
Allstate Insurance Co
Government Street Consultants
Beau Monde Consulting
Ing Financial Partners, Inc
Voya Financial Advisors
Lpl Financial
Disclosures
Claiborne Lagrone has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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