DP
DP

David Payne

16 Years of Experience
Calhoun, GA
1 DisclosureBroker

David Payne is a registered investment advisor at Wells Fargo Advisors, based in Calhoun, GA, with 16 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

315 S Wall St, Calhoun, GA, 30701

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History

Regulatory History (1)
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Criminal
May 1998
Final Disposition
Other Business Activities

David has a 16.66% ownership stake in Flint River Hunting Preserve LLC since 2008. He spends minimal time on this non-investment related activity and has no duties.

Employment History
Current Registrations
Wells Fargo Advisors
October 2015 - Present · 11 yrs
Wells Fargo Clearing Services, LLCBroker
June 2014 - Present · 12 yrs 4 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
January 1997 - June 2001 · 4 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
January 1997 - June 2001 · 4 yrs 5 mos
State Registrations4 states
ALGAMANJ
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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