Unclaimed
Samuel Carter Payne is a financial advisor affiliated with Innovative Advisory Partners, LLC based in Hixson, TN. Samuel Carter Payne has been in the industry since February 2019 and currently holds a Series 66, Series 7TO and SIE licenses. The advisor specializes in providing investment advisory services and offers financial planning, educational seminars, and selection of other advisors services. Samuel Carter Payne also provides consulting 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Share in third party fees
1
2
TN
01/01/2025 - Present
Innovative Advisory Partners, LLC (HIXSON TN)
TN
02/04/2019 - 08/25/2023
LPL FINANCIAL LLC (HIXSON TN)
BOTH
Issued 06/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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