linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Drew S Payne

David Lukas Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Drew? Claim Your Profile

About Drew S Payne

Drew S. Payne is a financial advisor with David Lukas Financial in NORTH LITTLE ROCK, AR. Drew Payne has been in the financial services industry since 2020 and is registered to provide investment advice in Arkansas. Drew Payne specializes in financial planning, portfolio management for individuals, and the selection of other advisors. Prior to joining David Lukas Financial, Drew Payne was registered with Northwestern Mutual Investment Services, LLC. Drew Payne has a Series 63, Series 65, Series 7TO and SIE securities license.

Firm Information

Drew Payne is currently registered with David Lukas Financial. David Lukas Financial is an investment advisory firm with 5 investment adviser representatives and 1 licensed agent. The firm manages approximately $73,176,259 in assets for 351 clients, primarily individuals. They offer financial planning, portfolio management for individuals, educational seminars, and selection of other advisers.

$73.18M

Assets Under Management

Not reported

Total Clients

5

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Drew Payne’s Registration & Firm History

AR

03/08/2024 - Present

David Lukas Financial (NORTH LITTLE ROCK AR)

AR

12/14/2020 - 01/31/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LITTLE ROCK AR)

Not sure if Drew S Payne is right for you?

Licenses & Designations

IA

Issued 03/08/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/30/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/14/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Drew S Payne.
Not sure if Drew S Payne is right for you?