Benjamin
Payne

Vicus Capital, Inc

CRD#4556824
Investment Advisor
in State College, PA

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About this Advisor

Benjamin Payne is a financial advisor who works out of State College, Pennsylvania who has 4 years of relevant experience. Payne works at Vicus Capital, Inc. Their career trajectory has included roles at E*Trade Clearing LLC, E*Trade Securities LLC, Cetera Advisor Networks, Vicus Capital, Pfg and Quissana Trust. Payne has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in Pennsylvania. Vicus Capital, Inc is a financial advisory company that has its headquarters in State College, PA. It has offices in 40 locations and a total of 87 employees. It manages $2 billion in assets across its 8,080 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises two charitable organizations. Of its 8,080 customer accounts, 30% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees largely are based on the services offered. Fee types charged by Vicus Capital, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

476 Rolling Ridge Drive Suite 315
State College, PA 16801

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Vicus Capital, Inc Brokerage Details

Total Assets Under Management

$2,014,773,022

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

87

PA Average: 41
Total Number of Accounts

8,080

PA Average: 3,342
Average Account Size

$249,353

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Benjamin Payne Work History

Benjamin has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cetera Advisor Networks

2019 - Present (5 years)

Vicus Capital

2019 - Present (5 years)

Pfg

2017 - Present (7 years)

Quissana Trust

2018 - 2019 (1 year)

E*Trade Securities LLC

2016 - 2018 (2 years)

E*Trade Securities LLC

2009 - 2016 (7 years)

E*Trade Clearing LLC

2009 - 2014 (5 years)

E*Trade Securities LLC

*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 Benjamin 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 Vicus Capital, Inc

Keith Behrmann
Bridgewater, NJ
Robert Hinson
State College, PA
Brae Beggs
New York, NY
Jacqueline Bates
State College, PA
Amy Sanor
State College, PA
Travis Drown
Columbia, MD
Aaron Soden
Lakewood, PA
Julie Ralston
State College, PA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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