Michael Payne
Michael Payne is a registered investment advisor at Cetera Investment Advisers LLC, based in Heathrow, FL, with 29 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1275 Lake Heathrow Lane, Heathrow, FL, 32746
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Regulatory History (1)
Customer Dispute
December 2020Other Business ActivitiesSells Insurance
Michael is a financial advisor with Solutions Group Wealth Management LLC since 2018, working full-time. He is also an independent insurance agent since 2005, spending about 10-20% of his time offering various insurance products, and a producer since 2018, dedicating a few hours per week to fixed insurance product sales. Michael also has an LLC for tax purposes related to his investment advisory business, spending about a quarter of his time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Barr Financial Services, LLC
Triad Advisors LLCBroker
Sws Financial ServicesBroker
CUNA Brokerage Services, INC.Broker
Wm Financial Services, INC.Broker
Nationsbanc Investments, INC.Broker
Barnett Investments, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Chatfield Dean & CO., INC.Broker
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.