Payton David Waggoner
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCOct 2025 to now
- The PatchSep 2025 to now
- Rainbow Trail Lutheran CampMay 2024 to Sep 2024
- Csc USANov 2023 to Mar 2024
- Rainbow Trail Lutheran CampMay 2023 to Aug 2023
- Rainbow Trail Lutheran CampMay 2022 to Aug 2022
- Grand Canyon UniversitySep 2021 to Dec 2024
- Target CorporationNov 2019 to Nov 2025
- Kumon Tutoring CenterJan 2019 to Oct 2019
- Lutheran High SchoolAug 2017 to May 2021
- North Star AcademyJan 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 8181154
- Firm CRD
- 6413