Steven
Payne

United Capital Financial Advisers

CRD#1983528
Investment Advisor
in San Diego, CA
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About this Advisor

Steven Payne is a certified financial planner whose office is in San Diego, California. Currently a registered investment advisor with United Capital Financial Advisers, they have accrued 20 years of work experience as a financial advisor. Payne maintains a Series 63 license, designating them as a securities representative. Payne is able to work with investors based out of California. During their career, Payne has held roles at Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, Lpl Financial, LLC and Girard Securities. United Capital Financial Advisers is headquartered in San Diego, California, and has 86 offices in the country. In total, United Capital Financial Advisers oversees $22 billion in assets throughout 65,194 client accounts and retains more than 650 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. United Capital Financial Advisers offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

9191 Towne Centre Drive Ste 100
San Diego, CA 92122

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United Capital Financial Advisers Brokerage Details

Total Assets Under Management

$22,056,499,644

CA Average: $7,578,581,321
Total Number of Employees

671

CA Average: 43
Total Number of Accounts

71,304

CA Average: 3,727
Average Account Size

$309,330

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Steven Payne Work History

Steven has 20 years of experience.

2017 - Present (2 years)

Cetera Advisor Networks LLC

2015 - Present (4 years)

United Capital Financial Advisers, LLC

2015 - 2017 (2 years)

Girard Securities

1998 - 2015 (17 years)

Lpl Financial, LLC

Disclosures

Steven Payne has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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