Donna Payne, financial advisor Santa Barbara CA
38 score

Donna Payne

CRD Number: 1007323
Current Firm: Centaurus Financial, Inc.

Donna Payne (CRD# 1007323) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Santa Barbara, CA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Centaurus Financial Anaheim, CA Dec 2010 - Current 6
Vsr Financial Services, Inc. Overland Park, KS Nov 2009 - Dec 2010 1
Vsr Advisory Services, Inc. Overland Park, KS Nov 2009 - Dec 2010 1
Sorrento Pacific Financial, LLC Santa Barbara, CA Jul 2009 - Nov 2009 < 1
Partnervest Advisory Services, LLC Santa Barbara, CA May 2004 - Nov 2009 5
Partnervest Securities, Inc. Santa Barbara, CA May 2004 - Jul 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
S65 NASAA Investment Advisors Law Examination Nov 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Donna L. Payne
Phone Number: 714-456-1790
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,044
    MILLIONS
  • Total Number of Accounts
    5,454
    ACCOUNTS
  • Average Account Value
    $191,349
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
38

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