Dale PayneCRD Number: 5463487
Current Firm: Cadaret Grant & Co Inc.
Dale Payne (CRD# 5463487) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Clarence, NY and has over 10 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Cadaret, Grant & Company, Inc.||Clarence, NY||Jan 2010 - Current||8|
|Ems Financial Services LLC||Clarence, NY||Jan 2010 - Current||8|
|Buffalo Crushed Stone||Buffalo, NY||Jul 2009 - Current||8|
|Axa Advisors, LLC||New York, NY||Dec 2007 - Dec 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management3,576MILLIONS
Total Number of Accounts18,306ACCOUNTS
Average Account Value$195,350
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV