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Claiborne Lagrone

Advisor at LPL Financial

Updated today

Location

Lucedale, MS 39452

Credentials

Series 63, Series 65

Industry experience

27 years

About

Claiborne Lagrone is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior work includes roles at Hancock/Whitney Bank, Government Street Consultants, Allstate Insurance, Beau Monde Consulting, and Voya Financial Advisors. Outside of finance, he is a business owner and operator of agricultural equipment at Steele Farms. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

165 Byrd Ln

Lucedale, MS 39452

Most active in

Mississippi

Work history

LPL Financial, llc

2020 - Present (6 years)

Hancock/Whitney Investment Services, Inc.

2018 - 2020 (2 years)

Hancock/Whitney Bank

2018 - 2020 (2 years)

Government Street Consultants

2016 - 2018 (2 years)

Allstate Insurance Co

2016 - 2018 (2 years)

Beau Monde Consulting

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Harrison P

Series 66

Lucedale, MS

Edward Jones

Harrison Pitts is a financial advisor with Edward Jones in Lucedale, MS, holding a Series 66 designation and eight years of industry experience. His prior work includes positions at Southern Mississippi Federal Credit Union and New Augusta Auto Parts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and other affiliated financial services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Raymond H

CFP®, Series 66

Lucedale, MS

Edward Jones

Raymond Hanser III is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2011. Outside of his advisory role, he performs as a drummer and keyboard player in a local music band. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with an emphasis on fiduciary standards and tax-efficient services.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Multi-generational wealth transfer Founder/Business Owner

Lincoln S

CFP®, Series 66

Lucedale, MS

Edward Jones

Lincoln Scaife is a CFP® professional with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a member of family LLCs related to inherited and vacation properties but does not have management responsibilities in these entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branches.

Retirement income strategy Charitable giving & philanthropy Divorce financial planning Business ownership considerations Founder/Business Owner Intergenerational Families
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