Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lawrence Payne is a financial advisor with over 30 years of experience in the financial services industry. David is registered with Planmember Securities Corp., a registered investment advisor and broker-dealer based in Carpinteria, CA. David has a broad range of experience, working with individuals, businesses and retirement plans. David is also a licensed insurance agent and provides investment advisory services, financial planning, educational seminars, and retirement planning services to his clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides investment supervisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
11/05/2007 - Present
Planmember Securities Corp. (OVIEDO FL)
FL
06/30/2004 - 10/08/2007
ING FINANCIAL ADVISERS, LLC (WINTER SPRINGS FL)
CT
02/19/2003 - 06/30/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CA
06/07/2000 - 02/13/2003
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
CT
02/28/2000 - 06/06/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
05/15/1998 - 02/23/2000
IRM DISTRIBUTORS, INC. (CARPINTERIA CA)
CT
02/14/1997 - 05/15/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
FL
04/21/1992 - 02/12/1997
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
CA
09/04/1991 - 04/20/1992
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
01/30/1987 - 01/08/1991
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
05/16/1985 - 10/09/1986
MANEQUITY, INC.
NA
08/21/1984 - 04/26/1985
CALVERT SECURITIES CORPORATION
BC
Issued 12/07/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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