Shayne Layton
Shayne Layton is a CFP-designated registered investment advisor at Ascensus Investment Advisors, LLC, based in Carmichael, CA, with 22 years of industry experience. Shayne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 27 clients with $13B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Carmichael, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ascensus Investment Advisors, LLC
Ascensus Broker Dealer Services, LLCBroker
Ascensus Broker Dealer Services, LLC
Previous Registrations
Alight Financial Solutions, LLCBroker
Aon Hewitt Financial Advisors, LLC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Principal Funds Distributor, INC.Broker
Wm Financial Services, INC.Broker
Wm Financial Services, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Morgan Stanley Dw INC.Broker
State Registrations2 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.
Exams
More Advisors
- Charlotte Russell, ChFCState Farm Investment Management CORP.
- Brent Scott, CFPStrategic Advisers LLC
- Christopher Curcuro, CFPCharles Schwab & CO., INC.