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Douglas Andrew Payne

Credit Union Investment Services

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About Douglas Andrew Payne

Douglas Andrew Payne is a financial advisor registered with Credit Union Investment Services. Douglas has been in the industry since January 29, 2013. Douglas is licensed in North Carolina, and has the Series 6, 7, 24, 28, and 63 securities licenses. Douglas also holds the SIE exam credential. Douglas is also registered as an Investment Advisor Representative in North Carolina. Douglas is a Certified Financial Planner. Douglas provides financial planning, educational seminars, and portfolio management services. Douglas has been with Credit Union Investment Services since February 2013.

Firm Information

Douglas Payne is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Douglas Payne’s Registration & Firm History

NC

02/19/2013 - Present

Credit Union Investment Services (Raleigh NC)

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Licenses & Designations

BC

Issued 02/18/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/28/2022

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 10/05/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2015

Series 7 - General Securities Representative Examination

BC

Issued 01/29/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Douglas Andrew Payne. Review regulatory record here.
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