David PayneCRD 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 18 years of experience in the finance industry.
Davis Private Wealth, LLC
Indian River Financial Group, Inc.
Castle Wealth Management
|Jmd Parnters LLC||Winter Springs, FL||Jan 2009 - Current||9|
|U.s Retirement Partners||Winter Springs, FL||Dec 2008 - Current||9|
|Planmember Securities Corporation||Carpinteria, CA||Oct 2007 - Current||10|
|U S Employees Benefits Service Group, LLC||Winter Springs, FL||Jan 2005 - Current||13|
|Retirement Planning Associates (rpa)||Winter Springs, FL||Jan 2005 - Current||13|
|Inclusiv;dba Frs Partners||Winter Park, FL||Aug 2001 - Current||16|
|Summer Field Financial, Inc.||Longwood, FL||Jan 1998 - Current||20|
|David L. Payne||Orlando, FL||Aug 1978 - Current||39|
|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|
Total Assets Under Management2,638MILLIONS
Total Number of Accounts49,000ACCOUNTS
Average Account Value$53,828
- 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, 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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