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Claiborne Brunot Lagrone

Advisor at LPL Financial — Lucedale, MS Byrd Ln

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Lucedale, MS 39452

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,470 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Claiborne Lagrone is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes prior roles at Merrill, VOYA Financial Advisors, Hancock/Whitney Investment Services, and Prudential Equity Group. Outside of financial services, he is a business owner and operator at Steele Farms in Mississippi. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced technology tools.

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 income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Lucedale, MS Byrd Ln

165 Byrd Ln

Lucedale MS 39452

Advisors at this office

1

Most active in

Mississippi

Work history

28 years of industry experience

LPL Financial, llc

2020 - Present • 6 years

Ocean Springs, MS

Hancock/Whitney Investment Services, Inc.

2018 - 2020 • 2 years

Pascagoula, MS

Hancock/Whitney Bank

2018 - 2020 • 2 years

Pascagoula, MS

Government Street Consultants

2016 - 2018 • 2 years

Moss Point, MS

Allstate Insurance Co

2016 - 2018 • 2 years

Moss Point, MS

Beau Monde Consulting

2015 - 2018 • 3 years

Ocean Springs, MS

VOYA Financial Advisors, Inc.

2014 - 2016 • 2 years

Biloxi, MS

LPL Financial

2010 - 2014 • 4 years

Merrill

2006 - 2010 • 4 years

Biloxi, MS

Prudential Equity Group, LLC

2000 - 2003 • 3 years

Mobile, AL

Disclosures

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

Business activities & affiliations

Raymond H

CFP®, Series 66

Lucedale, MS

Edward Jones

Raymond Hanser III is a CFP® professional with 15 years of experience at Edward Jones in Lucedale, MS. He has been with Edward Jones since 2011. Outside of his advisory work, 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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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