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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Louis Payne is a financial advisor registered with United Capital Financial Advisors, located in San Diego, CA. Steven Payne is a veteran advisor with over 30 years of experience in the industry. Previously, Steven Payne worked at LPL Financial LLC, Girard Securities, Inc., Cetera Advisor Networks LLC, Goldman Sachs & Co. LLC, and Mercer Allied Company, L.P. Steven Payne offers a wide range of financial advisory services, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Steven Payne is registered with the state of California and Texas.
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.
Sub-adviser for other investment advisers
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.
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CA
05/30/2019 - Present
United Capital Financial Advisors (SAN DIEGO CA)
CA
09/08/2022 - 11/20/2023
MERCER ALLIED COMPANY, L.P. (SAN DIEGO CA)
CA
09/04/2020 - 11/20/2023
GOLDMAN SACHS & CO. LLC (SAN DIEGO CA)
CA
11/01/2017 - 09/01/2020
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
07/17/2015 - 11/01/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
CA
10/08/1998 - 06/05/2015
LPL FINANCIAL LLC (CARLSBAD CA)
NY
02/06/1995 - 10/12/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/27/1992 - 02/23/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
09/19/1989 - 08/17/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 09/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1989
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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