David PayneCRD Number: 1882048
Current Firm: Wells Fargo Clearing Services, LLC
David Payne (CRD# 1882048) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Wichita, KS and has over 29 years of experience in the finance industry.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Wells Fargo Clearing Services, LLC||Wichita, KS||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Wichita, KS||May 2009 - Nov 2016||7|
|Wachovia Securities LLC||Wichita, KS||Jul 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1988|
|S65||NASAA Investment Advisors Law Examination||Nov 1996|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)