Lorne M. Claymore

EAGLE WEALTH ADVISORS

Sarasota, FL 34237

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CRD#: 6525979

Professional summary

Lorne Michael Claymore is a registered financial advisor currently at EAGLE WEALTH ADVISORS located in Sarasota, Florida.

Lorne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Lorne has worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Sarasota Waterways LLC Sarasota, Fl Start date: Dec 2021 Sole Owner, Tour Operator Hours per week: 0-4 Hours during trading: 1 Allegiant Air Las Vegas, NV (Sarasota, Fl base) Start Date: Aug 2019 Pilot Hours Per Week: 20-25 Hours during trading: 20

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lorne Michael Claymore's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 17, 2023 - Present

EAGLE WEALTH ADVISORS

Office #1: 2070 Ringling Boulevard Suite 200, Sarasota, FL 34237

RIA

CRD#: 299219

Sarasota, FL

Past

September 4, 2015 - December 1, 2016

EDWARD JONES

RIA

CRD#: 250

SIESTA KEY, FL

Past

August 18, 2015 - December 1, 2016

EDWARD JONES

CRD#: 250

SIESTA KEY, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EAGLE WEALTH ADVISORS

EAGLE WEALTH ADVISORS | LCM CAPITAL ADVISORS

CRD#: 299219 / SEC#: 801-117505

RIA

Registered Investment Advisory firm - (10/24/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/11/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/17/2022

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/28/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/18/2015

General Securities Representative Examination

Current Firm

EAGLE WEALTH ADVISORS

EAGLE WEALTH ADVISORS | LCM CAPITAL ADVISORS

CRD#: 299219 / SEC#: 801-117505

RIA

Registered Investment Advisory firm - (10/24/2019 Approved)

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Contact information

Main Address

Brooklyn, NY

Mailing Address

Phone number

(860) 462-0796

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EAGLE WEALTH ADVISORS BROCHURE (JANUARY 2025) (1/31/2025)

Regulatory assets under management

Total Number of Accounts	136
AUM (Assets Under Management)	$ 138,312,902

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lorne M. Claymore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lorne Michael Claymore's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

EAGLE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/11/2023

Series 66

Date: 6/17/2022

SIE

Date: 2/28/2023

Series 7

Date: 8/18/2015

Current Firm

EAGLE WEALTH ADVISORS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EAGLE WEALTH ADVISORS

TRUST BUT VERIFY

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