Steven
Payne
United Capital Financial Advisers
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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United Capital Financial Advisers Brokerage Details
$22,056,499,644
671
71,304
$309,330
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Answer a few questions to get a personalized match.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.
Cetera Advisor Networks LLC
United Capital Financial Advisers, LLC
Girard Securities
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.