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LC

Larry T. Clayton

OAK LANE ADVISORS
Idaho Falls, ID 83406
Some features on this profile are disabled
CRD#: 6710449
LC

Professional summary

Larry Troy Clayton, who also goes by L Troy Clayton, Troy Clayton, is a registered financial advisor currently at OAK LANE ADVISORS located in Idaho Falls, Idaho.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Larry has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

L Troy Clayton | Troy Clayton

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Troy Clayton'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

March 2, 2018 - Present

OAK LANE ADVISORS

Office #1: 3350 S. 15th E., Idaho Falls, ID 83406
RIA
CRD#: 140612
Idaho Falls, ID
Past

March 13, 2018 - March 13, 2020

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
Centerville, UT
Past

March 7, 2017 - February 23, 2018

WADDELL & REED

RIA
CRD#: 866
IDAHO FALLS, ID
Past

February 7, 2017 - February 23, 2018

WADDELL & REED

BD
CRD#: 866
IDAHO FALLS, ID

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".
OL
OAK LANE ADVISORS
EDGE FINANCIAL ADVISORS, LLC | WRG INSURANCE LLC | WN INSURANCE GROUP, LLC | WEALTH NAVIGATION, LLC | WEALTH NAVIGATION ADVISORS | THE WN GROUP, LLC | THE WN GROUP | OAK LANE WEALTH | OAK LANE ADVISORS | NAVIGATION CAPITAL GROUP

CRD#: 140612 / SEC#: 801-116880

RIA
Registered Investment Advisory firm - (6/28/2019 Approved)
Colorado
Registered Investment Advisory firm - (4/4/2018 Terminated)
Idaho
Registered Investment Advisory firm - (7/3/2019 Terminated)
Utah
Registered Investment Advisory firm - (7/5/2019 Terminated)

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
Idaho
(3/2/2018)
IAR
Utah
(3/5/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/7/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/7/2017
General Securities Representative Examination

Current Firm

OL
OAK LANE ADVISORS
EDGE FINANCIAL ADVISORS, LLC | WRG INSURANCE LLC | WN INSURANCE GROUP, LLC | WEALTH NAVIGATION, LLC | WEALTH NAVIGATION ADVISORS | THE WN GROUP, LLC | THE WN GROUP | OAK LANE WEALTH | OAK LANE ADVISORS | NAVIGATION CAPITAL GROUP

CRD#: 140612 / SEC#: 801-116880

RIA
Registered Investment Advisory firm - (6/28/2019 Approved)
Colorado
Registered Investment Advisory firm - (4/4/2018 Terminated)
Idaho
Registered Investment Advisory firm - (7/3/2019 Terminated)
Utah
Registered Investment Advisory firm - (7/5/2019 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014
Mailing Address
Phone number
(801) 335-8200
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (8/21/2025)

Regulatory assets under management

Total Number of Accounts2,258
AUM (Assets Under Management)$ 367,281,893

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.

Company Information

OAK LANE ADVISORS

CRD#: 140612Idaho Falls, ID 83406

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