RP
RP

Rhonda Payne

21 Years of Experience
Prescott, AZ
Broker

Rhonda Payne is a registered investment advisor at Stratos Wealth Partners, LTD, based in Prescott, AZ, with 21 years of industry experience. Rhonda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
376 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K

Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.

With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.

A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.

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Location

100 E Sheldon Suite 105, Prescott, AZ, 86301

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Rhonda owns residential and commercial rental properties, dedicating minimal time to these activities. She also provides investment advisory services through Stratos Wealth Partners, LTD, spending nearly full-time on this endeavor, and has several business entities for tax/investment purposes.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
July 2015 - Present · 10 yrs 10 mos
LPL Financial LLCBroker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
LPL Financial LLC
October 2018 - October 2020 · 2 yrs
Wells Fargo Advisors, LLCBroker
January 2008 - June 2015 · 7 yrs 5 mos
Wells Fargo Advisors, LLC
January 2008 - June 2015 · 7 yrs 5 mos
A. G. Edwards & Sons, INC.
February 2006 - January 2008 · 1 yr 11 mos
A. G. Edwards & Sons, INC.Broker
February 2006 - January 2008 · 1 yr 11 mos
Wells Fargo Investments, LLC
June 2004 - February 2006 · 1 yr 8 mos
Wells Fargo Investments, LLCBroker
May 2004 - February 2006 · 1 yr 9 mos
State Registrations20 states
AKAZCACOFLIAIDLAMEMIMTNMNVNYORSCTNTXVAWA
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.
Rhonda Payne - Financial Advisor | TrueAdvisor