Unclaimed
Claiborne Brunot Lagrone is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and investment advisor. Claiborne has been working in the financial industry since 1998 and has extensive experience in providing investment advice and financial planning services to individuals, families, and businesses. Claiborne is registered to provide investment advisory services in Alabama, Colorado, Florida, Louisiana, and Mississippi. Claiborne holds the Series 7, 6, and 63 licenses and the SIE exam. Claiborne is also a Registered Representative of LPL Financial. Claiborne's approach to financial planning is personalized and customized to meet the specific needs of each client. Claiborne is committed to providing clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
12/11/2024 - Present
LPL Financial LLC (OCEAN SPRINGS MS)
MS
02/13/2018 - 03/24/2020
HANCOCK WHITNEY INVESTMENT SERVICES INC. (PASCAGOULA MS)
MS
04/21/2016 - 02/12/2018
ALLSTATE FINANCIAL SERVICES, LLC (Moss Point MS)
MS
08/15/2014 - 04/28/2016
VOYA FINANCIAL ADVISORS, INC. (OCEAN SPRINGS MS)
MS
04/06/2010 - 08/27/2014
LPL FINANCIAL LLC (OCEAN SPRINGS MS)
MS
09/01/2006 - 04/13/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BILOXI MS)
MS
01/31/2003 - 09/07/2006
EDWARD JONES (OCEAN SPRINGS MS)
NY
11/13/2000 - 02/03/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
05/14/1998 - 12/06/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Claiborne Lagrone is the right advisor for you? Invested Better is here to help.