TP
CFP
TP
CFP

Timothy Payne

25 Years of Experience
Salt Lake City, UT
1 DisclosureBroker

Timothy Payne is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Salt Lake City, UT, with 25 years of industry experience. Timothy 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

299 S Main St 7th Fl, Salt Lake City, UT, 84111

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2008
Settled
Employment History
Current Registrations
Wells Fargo Advisors
October 2002 - Present · 24 yrs
Wells Fargo Clearing Services, LLCBroker
October 2002 - Present · 24 yrs
Previous Registrations
Salomon Smith Barney INC.Broker
February 2001 - October 2002 · 1 yr 8 mos
Salomon Smith Barney INC.
January 2001 - October 2002 · 1 yr 9 mos
State Registrations30 states
AKAZCACOCTDEFLGAHIIDILINMAMIMNMOMTNHNJNMNVNYOKORTNTXUTVAWAWY
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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