Larry Clayton has been an investment adviser representative at Wealth Navigation since March 2018, and is not listed among the firm’s executive officers or direct owners.
Wealth Navigation, LLC is a Centerville, UT firm with $446M under management, 932 clients and 8 advisers across 2 offices, as of its March 2026 filing.
Larry Clayton’s longest registration is the current one, 8 years at Wealth Navigation since 2018. Before joining Wealth Navigation in 2018, Larry Clayton was registered through Waddell & Reed.
- Oak Lane AdvisorsCurrent– present · 8 yearsIdaho Falls, ID · Adviser representative · Firm CRD 140612
- Waddell & Reed– · under a yearIdaho Falls, ID · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Larry Clayton is registered as an investment adviser representative in 2 states. Each was approved in March 2018.
- IdahoSince 2 March 2018
- UtahSince 5 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 March 2017 |
| Series 7 | General Securities Representative Examination | 7 February 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Larry Troy Clayton
- CRD
- 6710449
- Firm
- Wealth Navigation · CRD 140612
- Office
- 3350 S. 15th E., Idaho Falls, ID 83404
- Registration
- Investment adviser registration
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Larry Clayton work?
Larry Clayton is an investment adviser representative registered through Wealth Navigation, LLC since March 2018, and is not listed among the firm’s executive officers or direct owners.
Is Larry Clayton a financial advisor?
Yes. Larry Clayton has a current investment-adviser registration in Idaho and Utah, through Wealth Navigation since March 2018.
How many years of experience does Larry Clayton have?
Larry Clayton has 9 years in the financial industry, since February 2017, across 2 adviser firms.
What exams has Larry Clayton passed?
Larry Clayton has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2017. FINRA credited Larry Clayton with the SIE, which began in October 2018.
Where did Larry Clayton work before Wealth Navigation?
Before Wealth Navigation, Larry Clayton was registered through Waddell & Reed, March 2017 to February 2018.
Where is Larry Clayton based?
Larry Clayton’s registered office is in Idaho Falls, ID.
Is Larry Clayton registered with FINRA?
No. Larry Clayton has no current broker registration.
How can I verify Larry Clayton’s record?
Search CRD 6710449 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Larry Clayton’s full registration record.