Larry
Clayton
Oak Lane Advisors
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About this Advisor
Larry Clayton is a financial advisor based in Centerville, Utah, working with Oak Lane Advisors. Larry has previously held positions at Financial Advisory Services, Waddell & Reed, Inc, Wealth Navigation Advisors, Arete Wealth Management LLC, and Advanced Profit Analysis. Larry has passed the Series 66 regulatory exam and is registered to provide services in Idaho and Utah. Currently, Larry is part of Oak Lane Advisors, which operates out of Centerville, Utah. 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
Larry Clayton Work History
Wealth Navigation Advisors
Advanced Profit Analysis
Arete Wealth Management LLC
Waddell & Reed, Inc
Waddell & Reed, Inc
Financial Advisory Services
Disclosures
Please visit the SEC profile of Larry 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
Idaho Falls, ID
Centerville, UT
Idaho Falls, ID
Centerville, UT
Centerville, UT
Centerville, UT
Centerville, UT
Centerville, UT
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