Steven
Payne

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.