James PayneCRD Number: 5053124
Current Firm: Mml Investors Services, LLC
James Payne (CRD# 5053124) is an Investment Advisor Representative working at Mml Investors Services, LLC in Atlanta, GA and has over 15 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Massmutual Life Insurance Co||Atlanta, GA||Apr 2007 - Current||14|
|Mml Investors Services, LLC||Atlanta, GA||Apr 2007 - Current||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Total Assets Under Management49,002MILLIONS
Total Number of Accounts252,369ACCOUNTS
Average Account Value$194,169
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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