Brian
Payne

Transamerica Financial Advisors, LLC

CRD#3116234
Investment Advisor
in Orange, CA

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About this Advisor

Brian Payne is a financial advisor based in Orange, California, working with Transamerica Financial Advisors, LLC. Brian has previously held positions at World Financial Group, Nextier, Warner Pacific, Brian Payne - Rental Property, Transamerica Financial Advisors, Inc, Coldwell Banker Residential, Health Insurance Services, Pacific Coast Learning Center, Applied Ga, Home Sweet Home Realty LLC, Chrysalis Insurance Agency, Brian Payne - Rental Property 2, Morgan White Group, Dickerson Insurance, World System Builders (Wsb), and Educational Freedom Foundation. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, North Carolina, and Texas. Currently, Brian is part of Transamerica Financial Advisors, LLC, which operates out of Orange, California. The firm has 260 offices and 1,054 employees. The firm manages assets totaling $1.7 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Transamerica Financial Advisors, LLC is asset-based.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1835 W. Orangewood Ave. Suite 302
Orange, CA 92868

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Transamerica Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$1,730,669,809

CA Average: $15,833,994,310
Total Number of Employees

1,054

CA Average: 41
Total Number of Accounts

42,440

CA Average: 3,342
Average Account Size

$40,779

CA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Brian Payne Work History

2024 - Present (1 year)

Educational Freedom Foundation

2023 - Present (2 years)

Brian Payne - Rental Property 2

2023 - Present (2 years)

Morgan White Group

2023 - Present (2 years)

Dickerson Insurance

2023 - Present (2 years)

World System Builders (Wsb)

2021 - Present (4 years)

Home Sweet Home Realty LLC

2021 - Present (4 years)

Chrysalis Insurance Agency

2018 - Present (7 years)

Pacific Coast Learning Center

2018 - Present (7 years)

Applied Ga

2013 - Present (12 years)

Health Insurance Services

2012 - Present (13 years)

Transamerica Financial Advisors, Inc

2008 - Present (17 years)

Warner Pacific

2007 - Present (18 years)

Brian Payne - Rental Property

2001 - Present (24 years)

World Financial Group

2013 - 2021 (8 years)

Coldwell Banker Residential

2008 - 2021 (13 years)

Nextier

Disclosures

Please visit the SEC profile of Brian Payne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, LLC

Gary Whitman
Cedar Rapids, IA
Zhicheng Rui
Englewood, CO
Tracy Sula-Wang
Irvine, CA
Daniel Towers-Carbajal
San Carlos, CA
Valerie Thatcher
Blackfoot, ID
Yoga Gudivada
Plano, TX
Daniel Duarte
Fresno, CA
Yan Zhang
Columbia, MD

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