David Payne
David Payne is a registered investment advisor at Planmember Securities Corporation, based in Oviedo, FL, with 40 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Oviedo, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David has several outside business activities, including ownership in US Retirement Partners, acting as a representative/agent for Bencor Inc., and involvement with JMD Partners LLC (commercial real estate). He also works with U S Employees Benefits Service Group, Retirement Planning Associates, and Payne Financial Group, all of which involve insurance and investment products; some of these roles take up a significant amount of David's time.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Planmember Securities CorporationBroker
Washington Square Securities, INC.Broker
Irm Distributors, INC.Broker
Washington Square Securities, INC.Broker
Investment Management & Research, INCBroker
Walnut Street Securities, INC.Broker
MML Investors Services, INC.Broker
Manequity, INC.Broker
Calvert Securities CorporationBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.