Robert PayneCRD Number: 1342605
Current Firm: Principal Securities, Inc.
Robert Payne (CRD# 1342605) is an Investment Advisor Representative working at Principal Securities, Inc. in Greensboro, NC and has over 32 years of experience in the finance industry.
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
Spartan Planning & Wealth Management
|Principal Life Insurance||Des Moines, IA||Jul 1998 - Current||18|
|Princor Financial Services Corporation||Des Moines, IA||Dec 1984 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1985|
|S65||NASAA Investment Advisors Law Examination||May 1998|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV