William
Payne
Prw Wealth Management LLC
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About this Advisor
William Payne is a chartered financial consultant based in Quincy, Massachusetts with a total of 7 years of relevant experience. Payne is an employee of Prw Wealth Management LLC. During their career, Payne has held roles at Prw Wealth Management LLC, Nfp Securities, Inc, Kestra Financial Services, Inc, Lion Street Financial, LLC, Kestra Advisory Services, LLC and Prw Associates Insurance Agency. Payne holds a Series 63 license, qualifying them as a securities agent, and is registered to work in Massachusetts. Prw Wealth Management LLC is an advisory company that has its headquarters in Quincy, MA. It manages $488 million in assets under management among its 646 client accounts, placing it among the bigger firms in the United States by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 646 accounts, 51% belong to high-net-worth individuals who have more than $1 million in assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees charged by Prw Wealth Management LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prw Wealth Management LLC Brokerage Details
$487,641,386
13
646
$754,863
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
William Payne Work History
William has been registered as a financial advisor for 7 years.*
Prw Wealth Management LLC
Prw Associates Insurance Agency
Kestra Financial Services, Inc
Lion Street Financial, LLC
Kestra Advisory Services, LLC
Nfp Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William 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 Prw Wealth Management LLC
Quincy, MA
Quincy, MA
Quincy, MA
Quincy, MA
Quincy, MA
Quincy, MA
Quincy, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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