James Payne, financial advisor Charleston WV
93 score

James Payne

CRD Number: 1246459
Current Firm: Raymond James Financial Services Advisors, Inc.

James Payne (CRD# 1246459) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Charleston, WV and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Cmdc, LLC Charleston, WV Dec 2015 - Current 1
Payne Investment Team Charleston, WV Apr 2013 - Current 3
Raymond James Financial Services, Inc. Charleston, WV Apr 2013 - Current 3
Raymond James Financial Services Advisors Inc. Charleston, WV Apr 2013 - Current 3
Horsecreek Land & Mining Company Charleston, WV Apr 2013 - May 2016 3
The Huntington Investment Company Columbus, OH Mar 2005 - Apr 2013 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination Feb 1997
Contact Info for James K. Payne
Phone Number: 727-567-5877
Registered State(s):
  • TX
  • WV
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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, VI, 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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