Brian Payne (CRD# 3116234) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has over 25 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
World System Builders (wsb) | Alviso, CA | Sep 2023 - Current | < 1 |
Brian Payne - Rental Property 2 | Orange, CA | Jun 2023 - Current | < 1 |
Dickerson Insurance | Los Angeles, CA | Jun 2023 - Current | < 1 |
Morgan White Group | Ridgeland, MS | Jun 2023 - Current | < 1 |
Chrysalis Insurance Agency | Costa Mesa, CA | Aug 2021 - Current | 2 |
Home Sweet Home Realty LLC | La Miranda, CA | May 2021 - Current | 3 |
Pacific Coast Learning Center | Westminster, CA | Sep 2018 - Current | 5 |
Applied Ga | Anaheim, CA | Aug 2018 - Current | 5 |
Health Insurance Services | Fountain Valley, CA | Dec 2013 - Current | 10 |
Transamerica Financial Advisors, Inc. | Orange, CA | Jan 2012 - Current | 12 |
Warner Pacific | Westlake Village, CA | Sep 2008 - Current | 15 |
Brian Payne - Rental Property | Garden Grove, CA | Oct 2007 - Current | 16 |
World Financial Group | Orange, CA | Jun 2001 - Current | 22 |
Coldwell Banker Residential | Irvine, CA | Sep 2013 - Mar 2021 | 7 |
Nextier | Orange, CA | May 2008 - Mar 2021 | 12 |
Payne,daus And Assoc.,inc | Orange, CA | Jan 2004 - Dec 2014 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1998 |
S65 | NASAA Investment Advisors Law Examination | Oct 2004 |
- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
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