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Claude A
Series 66
Oxford, NC
LPL Financial
Claude Allen IV is a financial advisor with LPL Financial in Oxford, NC, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved with Wilton Advisory Group, Ltd., a business entity related to his work, and operates under the name Acera Wealth Management as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management, supported by research and model portfolios from various sources.
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