LC
Larry T. Clayton
OAK LANE ADVISORS
Idaho Falls, ID 83406
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CRD#: 6710449
LC
Larry Troy ClaytonOAK LANE ADVISORS
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.
At a Glance
Always Fiduciary
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.
1) BMT INVESTMENTS LLC, IDAHO FALLS, ID, START DATE 01/2001, INVESTMENT RELATED: N ,LLC, MANAGER, 8 HRS/MO, 0 SEC HR. 2) STEALTH INVESTMENTS, LLC, IDAHO FALLS, ID, START DATE 1/2006, INVESTMENT RELATED: N ,LLC, MANAGER, 4 HRS/MO, 0 SEC HR. 3) ADVANCED PROFIT ANALYSIS, IDAHO FALLS, ID, START DATE 5/2004, INVESTMENT RELATED: N, S CORP, PRESIDENT, 100 HRS/MO, 80 SEC HRS. 4)HOPEFUL HAULING, IDAHO FALLS, ID, START DATE 2/2012, INVESTMENT RELATED: N, LLC, MEMBER, 4 HRS/MO, 0 SEC HR. 5) VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES, IDAHO FALLS, ID, START DATE 2/2017, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT. 6) EDGE FINANCIAL ADVISORS, LLC; MARKETING ENTITYFOR CO-BRANDING, START DATE 1/2022, TIME SPENT, 1 HOUR PER MONTH 7) RUFFRIDERS, LLC, INVESTMENT CLUB, START DATE 1/2020, TIME SPENT APPROXIMATLEY 2-4 HOURS PER MONTH, 8) C CREW, LLC, PARTNER OF INVESTING GROUP BELONGING TO RELATIVES, START DATE 1/2019, TIME SPENT IS LESS THAN 1 HOUR PER MONTH 9) PARTNER OF EDGE HOLDINGS, ENTITY USED FOR REAL ESTATE, START DATE 1/2021,TIME SPENT IS LESS THEN 1 HOUR PER MONTH. 10) CANNON GENETICS, DAIRY ANIMAL GENETICS COMPANY, START DATE 1/2017, NO TIME SPENT, MINORITY OWNER. 11), EDGE FINANCIAL GROUP, LLC; ACCOUNTING, BOOKEEPING AND TAX RETURN SERVICES, START DATE 1/2021.
CRS (Client Relationship Summary) - RIA
Click below to view Larry Troy Clayton's 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®
NoneExperience
Current
March 2, 2018 - Present
OAK LANE ADVISORS
Office #1: 3350 S. 15th E., Idaho Falls, ID 83406RIA
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
General Industry/Product Exam
General Industry/Product Exam
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)Loading...
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)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,258 |
| 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.
