David Payne (CRD# 1296269) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 24 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jmd Parnters LLC | Winter Springs, FL | Jan 2009 - Current | 15 |
| U.s Retirement Partners | Winter Springs, FL | Dec 2008 - Current | 15 |
| Planmember Securities Corporation | Carpinteria, CA | Oct 2007 - Current | 16 |
| U S Employees Benefits Service Group, LLC | Winter Springs, FL | Jan 2005 - Current | 19 |
| Retirement Planning Associates (rpa) | Winter Springs, FL | Jan 2005 - Current | 19 |
| Summer Field Financial, Inc. | Longwood, FL | Jan 1998 - Current | 26 |
| David L. Payne | Orlando, FL | Aug 1978 - Current | 45 |
| Inclusiv;dba Frs Partners | Winter Park, FL | Aug 2001 - Dec 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- FL
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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