Larry Troy Clayton
Investment adviser representative at Oak Lane Advisors
22 yearsExperience
2 statesRegistered in
$446.3MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Oak Lane AdvisorsMar 2018 to now
- Wealth Navigation AdvisorsFeb 2018 to now
- Advanced Profit AnalysisMay 2004 to now
- Arete Wealth Management LLCMar 2018 to Mar 2020
- Waddell & Reed, Inc.Sep 2016 to Feb 2018
- Financial Advisory ServicesJan 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (ID, UT).
Oak Lane Advisors
Legal name: Wealth Navigation, LLC
$446.3MAssets managed
932Clients
9Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6710449
- Firm CRD
- 140612