Oak Lane Advisors
Oak Lane Advisors (CRD# 140612) is a financial advisory firm headquartered in Centerville, UT. They manage $258,680,189 in 1,876 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management259MILLION
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Total Number of Accounts1,876ACCOUNTS
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Average Account Value$137,889
- 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
Joseph Cannon (CRD# 4512257) is an Investment Advisor Representative working at Oak Lane Advisors in Centerville, UT and has over 20 years of experience in the finance industry.
Larry Clayton (CRD# 6710449) is an Investment Advisor Representative working at Oak Lane Advisors in Centerville, UT and has over 7 years of experience in the finance industry.
Adam Fisher (CRD# 5231886) is an Investment Advisor Representative working at Oak Lane Advisors in Centerville, UT and has over 17 years of experience in the finance industry.
Tanner Johnson (CRD# 6625073) is an Investment Advisor Representative working at Oak Lane Advisors in Centerville, UT and has over 7 years of experience in the finance industry.
Michael Jones (CRD# 4966708) is an Investment Advisor Representative working at Oak Lane Advisors in Centerville, UT and has over 18 years of experience in the finance industry.
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.