James Payne is a CFP-designated registered investment advisor, based in St. Simons Island, GA, with 20 years of industry experience.
Location
70 Gruber Lane, Suite 261, St. Simons Island, GA, 31522
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James sells fixed insurance products to clients with personal insurance needs through Streamline Wealth, dedicating about a quarter of his time. He is also a partner in PCGH Collaboration LLC and owner of T Payne Holdings LLC, spending minimal time on these activities.
Employment History
Current Registrations
Newedge Securities, LLCBroker
Newedge Advisors
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations3 states
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