Drew Payne (CRD# 7274042) is an Investment Advisor Representative working at David Lukas Financial in North Little Rock, AR and has over 3 years of experience in the finance industry.
CRD# 1465724
Bok Financial Advisors
CRD# 4358121
Stifel, Nicolaus & Company, Incorporated
CRD# 4717379
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| David Lukas Financial | North Little Rock, AR | Feb 2024 - Current | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Dec 2023 - Jan 2024 | < 1 |
| Northwestern Mutual Life Insurance Company | Little Rock, AR | Nov 2023 - Jan 2024 | < 1 |
| Belowpar, LLC | Little Rock, AR | Nov 2023 - Jan 2024 | < 1 |
| Northwestern Mutual Investment Services LLC | Little Rock, AR | Sep 2020 - Jan 2024 | 3 |
| Mackenzie Barnes | Little Rock, AR | Mar 2021 - Nov 2023 | 2 |
| Nathan Kinard | Little Rock, AR | Aug 2020 - Nov 2023 | 3 |
| United Traitors Disc Golf LLC | Little Rock, AR | Mar 2020 - Dec 2022 | 2 |
| Country Club Of Little Rock | Little Rock, AR | Nov 2012 - Jul 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- AR
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts306ACCOUNTS
-
Average Account Value$184,126
- A percentage of assets under your management
- 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
AR, TX
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