Porter Clayton (CRD# 6715557) is an Investment Advisor Representative working at Oak Lane Advisors in Idaho Falls, ID and has 1 year of experience in the finance industry. Porter Clayton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 5727397
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Navigation, LLC | Centerville, UT | May 2023 - Current | < 1 |
| Edge Financial Advisors LLC | Idaho Falls, ID | Jan 2022 - Current | 2 |
| Edge Financial Group LLC | Idaho Falls, ID | Jan 2022 - Current | 2 |
| Wealth Navigation, LLC | Centerville, UT | Jan 2022 - May 2023 | 1 |
| Advanced Profit Analysis Pa | Idaho Falls, ID | Jan 2019 - Dec 2021 | 2 |
| Cooper Norman | Idaho Falls, ID | Aug 2017 - Jan 2019 | 1 |
| Tampa Bay Rays | St. Petersburg, FL | Jun 2015 - Jul 2017 | 2 |
| Dixie State University | St. George, UT | May 2013 - May 2015 | 2 |
- ID
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Total Assets Under Management305MILLIONS
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Total Number of Accounts2,127ACCOUNTS
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Average Account Value$143,472
- 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, TX, UT, WA, WY
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