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Samuel Carter Payne

Innovative Advisory Partners, LLC

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About Samuel Carter Payne

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.

Firm Information

Samuel Payne is currently registered with Innovative Advisory Partners, LLC. Innovative Advisory Partners, LLC is a Registered Investment Advisor headquartered in Hixson, Tennessee. The firm provides financial planning, portfolio management for individuals, and educational seminars. They have approximately $198,800,000 in regulatory assets under management, serving 1033 clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. The firm also offers consulting services and selection of other advisors.
Innovative Advisory Partners, LLC

4700 HIXSON PIKE

HIXSON, TN 37343-4806

$198.80M

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.

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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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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fixed fees

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

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percentage of assets

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

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other

Share in third party fees

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Samuel Payne’s Registration & Firm History

TN

01/01/2025 - Present

Innovative Advisory Partners, LLC (HIXSON TN)

TN

02/04/2019 - 08/25/2023

LPL FINANCIAL LLC (HIXSON TN)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Carter Payne.
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