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 19 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
|Health Insurance Services||Fountain Valley, CA||Dec 2013 - Current||4|
|Coldwell Banker Residential||Irvine, CA||Sep 2013 - Current||4|
|Transamerica Financial Advisors, Inc.||Orange, CA||Jan 2012 - Current||6|
|Warner Pacific||Westlake Village, CA||Sep 2008 - Current||9|
|Nextier||Orange, CA||May 2008 - Current||9|
|Brian Payne - Rental Property||Garden Grove, CA||Oct 2007 - Current||10|
|World Financial Group||Orange, CA||Jun 2001 - Current||16|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.