Brian PayneCRD Number: 3116234
Current Firm: Transamerica Financial Advisors, Inc.
Brian Payne (CRD# 3116234) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has over 18 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Cg Financial Services
|Health Insurance Services||Fountain Valley, CA||Dec 2013 - Current||3|
|Coldwell Banker Residential||Irvine, CA||Sep 2013 - Current||3|
|Transamerica Financial Advisors, Inc.||Orange, CA||Jan 2012 - Current||4|
|Warner Pacific||Westlake Village, CA||Sep 2008 - Current||8|
|Nextier||Orange, CA||May 2008 - Current||8|
|Brian Payne - Rental Property||Garden Grove, CA||Oct 2007 - Current||9|
|World Financial Group||Orange, CA||Jun 2001 - Current||15|
|Payne,daus And Assoc.,inc||Orange, CA||Jan 2004 - Dec 2014||10|
|Outlook Network, Inc - Dba Outlook Realty||Santa Ana, CA||Nov 2010 - Sep 2013||2|
|Investment Advisors International||Orange, CA||Jul 2006 - Jan 2012||5|
|World Group Securities, Inc.||Orange, CA||Apr 2002 - Jan 2012||9|
|Pda Realty||Orange, CA||Apr 2008 - Jan 2011||2|
|Safe Harbor Mgmt||Aliso Viejo, CA||Oct 2008 - Jan 2009||< 1|
|Cims (miramar Group)||San Bernardino, CA||Aug 2003 - Sep 2008||5|
|Citinet Lending||Orange, CA||Apr 2002 - May 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 2004|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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