Douglas Payne
Douglas Payne is a CFP-designated registered investment advisor at Credit Union Investment Services, based in Raleigh, NC, with 13 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
0.25% annual fee for cash and individual fixed income. 0.50% annual fee for all other securities. This fee is non-negotiable.
Fee Estimator
Location
801 Hillsborough Street, 3rd Floor, Raleigh, NC, 27603
Get directionsHistory
Regulatory History (1)
Financial
May 2019Other Business ActivitiesSells Insurance
Douglas is a trust representative for Members Trust Company and an agent for SECU Life Insurance Company since 2012 and 2014, respectively, spending minimal time on the former. Douglas is also the Director of Finance for Anthrocon Inc., a non-profit organization, dedicating minimal time annually in July.
Employment History
Current Registrations
Credit Union Investment Services
Secu Brokerage Services
Secu Brokerage ServicesBroker
State Registrations1 state
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.