Claiborne
Lagrone

Lpl Financial LLC

CRD#3030520
Investment Advisor
in Ocean Springs, MS

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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

Series 63, Series 65

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Ocean Springs, MS

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$404,176,194,148

MS Average: $646,059,043
Total Number of Employees

28,744

MS Average: 13
Total Number of Accounts

1,517,995

MS Average: 661
Average Account Size

$266,257

MS Average: $977,396

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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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Claiborne Lagrone Work History

Claiborne has 12 years of experience.

2020 - Present (2 years)

Lpl Financial, LLC

2018 - 2020 (2 years)

Hancock/Whitney Bank

2018 - 2020 (2 years)

Hancock/Whitney Investment Services, Inc

2016 - 2018 (2 years)

Allstate Insurance Co

2016 - 2018 (2 years)

Government Street Consultants

2015 - 2018 (3 years)

Beau Monde Consulting

2014 - 2014 (< 1 year)

Ing Financial Partners, Inc

2014 - 2016 (2 years)

Voya Financial Advisors

2010 - 2014 (4 years)

Lpl Financial

Disclosures

Claiborne Lagrone has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Paul Goeke
Saint Louis, MO
Jonathan Davis
Spokane, WA
Tyler Atkinson
Bellevue, WA
Anthony Velarde
Oxnard, CA
Anthony Rue
San Diego, CA
Bret Edensword
Seattle, WA
Ruthanna Goodman
Louisville, KY

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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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