Claiborne Lagrone
Claiborne Lagrone is a registered investment advisor at LPL Financial LLC, based in Lucedale, MS, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
165 Byrd Ln, Lucedale, MS, 39452
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Regulatory History (1)
Customer Dispute
May 2023Other Business Activities
Claiborne is a business owner at Steele Farms, working as a combine operator and heavy tractor driver since October 2022. This takes about a quarter of his time overall, but a few hours per week during securities trading hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Hancock Whitney Investment Services INC.Broker
Hancock Whitney Investment Services INC.
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward JonesBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.