Ronald Payne
Ronald Payne is a registered investment advisor at Osaic Wealth, INC., based in Greer, SC, with 26 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
24 Parkway Commons Way, Greer, SC, 29650
Get directionsHistory
Regulatory History (5)
Employment Separation After Allegations
November 2018Customer Dispute
June 2012Customer Dispute
February 2011Customer Dispute
January 2009Customer Dispute
December 2002Other Business ActivitiesSells Insurance
Ronald is an agent at Riverstone Wealth Management LLC, selling insurance products including fixed annuities, life/health, and long-term care, dedicating minimal time to this. He also works as an Investment Advisor Representative at Riverstone Wealth Management LLC, spending nearly full-time hours offering securities and investment advisory services.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
First Citizens Investor Services, INC.Broker
Suntrust Investment Services, INC.Broker
Ncf Financial Services, INC.Broker
Invest Financial CorporationBroker
Dljdirect 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.