Larry Clayton, financial advisor Centerville UT

Larry Clayton

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Larry T. Clayton
Phone Number: 801-335-8200
Registered State(s):
  • ID
  • UT
By the Numbers
  • Total Assets Under Management
    193
    MILLIONS
  • Total Number of Accounts
    582
    ACCOUNTS
  • Average Account Value
    $331,664
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, ID, MT, NV, OR, UT, WA

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