Brian Payne, financial advisor Orange CA
93 score

Brian Payne

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Brian E. Payne
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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