Payne Financial Management, LLC
Payne Financial Management, LLC (CRD# 126418) is a financial advisory firm headquartered in Marietta, GA. They manage $4,280,176 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$107,004
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jeffrey Payne, Jr., Cfp (CRD# 2868105) is an Investment Advisor Representative working at Payne Financial Management, LLC in Atlanta, GA and has over 21 years of experience in the finance industry. Jeffrey Payne, Jr., Cfp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.