LC
LC

Lorne Michael Claymore

3 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
136 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$138.3M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

2070 Ringling Boulevard, suite 200, Sarasota, FL, 34237

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Lorne is the sole owner and tour operator of Sarasota Waterways LLC, dedicating minimal time to it. He also works as a pilot for Allegiant Air, spending about 10-20% of his time in this role.

Employment History
Current Registrations
Eagle Wealth Advisors
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Edward Jones
September 2015 - December 2016 · 1 yr 3 mos
Edward JonesBroker
August 2015 - December 2016 · 1 yr 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.