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).

By the Numbers
  • Total Assets Under Management
    259
    MILLION
  • Total Number of Accounts
    1,876
    ACCOUNTS
  • Average Account Value
    $137,889
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Oak Lane Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Joseph S. Cannon
CRD#: 4512257
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT 84014

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.

2
Larry T. Clayton
CRD#: 6710449
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT 84014

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.

3
Adam C. Fisher
CRD#: 5231886
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT 84014

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.

4
Tanner K. Johnson
CRD#: 6625073
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT 84014

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.

5
Michael S. Jones
CRD#: 4966708
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT 84014

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.

6
Porter Clayton
CRD#: 6715557
3350 S. 15th E., Idaho Falls, ID 83406

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.

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