David Payne, financial advisor Boynton Beach FL
93 score

David Payne

CRD Number: 1296269
Current Firm: Planmember Securities Corporation

David Payne (CRD# 1296269) is an Investment Advisor Representative working at Planmember Securities Corporation in Boynton Beach, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Jmd Parnters LLC Winter Springs, FL Jan 2009 - Current 7
U.s Retirement Partners Winter Springs, FL Dec 2008 - Current 8
Planmember Securities Corporation Carpinteria, CA Oct 2007 - Current 9
U S Employees Benefits Service Group, LLC Winter Springs, FL Jan 2005 - Current 11
Retirement Planning Associates (rpa) Winter Springs, FL Jan 2005 - Current 11
Inclusiv;dba Frs Partners Winter Park, FL Aug 2001 - Current 15
Summer Field Financial, Inc. Longwood, FL Jan 1998 - Current 18
David L. Payne Orlando, FL Aug 1978 - Current 38
Ing Financial Advisers, LLC Winter Springs, FL Jun 2004 - Oct 2007 3
East Lake Brantley Partnership Longwood, FL Jan 1989 - Jan 2007 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for David L. Payne
Phone Number: 805-684-1199
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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