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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Luther Payne is a financial advisor with Osaic Wealth, Inc. located in Boone, North Carolina. John has been a financial advisor since February 2, 1986. John has worked in the financial services industry for over 37 years. John works with individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Osaic Wealth, Inc. is a national firm headquartered in Scottsdale, Arizona. The firm offers a wide range of financial services, including financial planning, portfolio management, and investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
08/23/2024 - Present
Osaic Wealth, Inc. (BOONE NC)
NC
11/15/1999 - 08/23/2024
TRIAD ADVISORS LLC (BOONE NC)
AZ
11/19/1989 - 11/17/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/01/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/03/1986 - 06/03/1989
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 01/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/31/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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