Larry ClaytonCRD Number: 6710449
Current Firm: Wealth Navigation Advisors
Larry Clayton (CRD# 6710449) is an Investment Advisor Representative working at Wealth Navigation Advisors in Centerville, UT and has over 4 years of experience in the finance industry.
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
Rock House Financial
|Arete Wealth Management LLC||Chicago, IL||Mar 2018 - Current||3|
|Wealth Navigation Advisors||Salt Lake City, UT||Feb 2018 - Current||3|
|Advanced Profit Analysis||Idaho Falls, ID||May 2004 - Current||17|
|Waddell & Reed, Inc.||Idaho Falls, ID||Dec 2016 - Feb 2018||1|
|Waddell & Reed, Inc.||Idaho Falls, ID||Sep 2016 - Feb 2018||1|
|Financial Advisory Services||Idaho Falls, ID||Jan 2013 - Dec 2016||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2017|
Total Assets Under Management193MILLIONS
Total Number of Accounts582ACCOUNTS
Average Account Value$331,664
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, MT, NV, OR, UT, WA
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