John Payne, financial advisor Boone NC

John Payne

CRD Number: 1457135
Current Firm: Triad Advisors, LLC

John Payne (CRD# 1457135) is an Investment Advisor Representative working at Triad Advisors, LLC in Boone, NC and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Payne Financial Services, Inc. Boone, NC Jan 2008 - Current 16
Executive Financial Resources North Wilkesboro, NC Jul 2000 - Current 23
Triad Advisors, Inc. Norcross, GA Nov 1999 - Current 24
John L. Payne Clu, Chfc Agency Boone, NC May 1971 - Current 52
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
Contact Info for John L. Payne
Phone Number: 800-720-4003
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    2,249
    MILLIONS
  • Total Number of Accounts
    10,769
    ACCOUNTS
  • Average Account Value
    $208,816
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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, WY

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