Linda
Payne

Lpl Financial LLC

CRD#4468527
Investment Advisor
in Nashville, TN

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About this Advisor

Linda Payne is a financial advisor who works in Nashville, Tennessee who has 1 year of industry experience. Payne works at Lpl Financial LLC. Over the course of their career, Payne has held roles at City National Bank, Ftb Advisors, Simmons Bank and Lpl Financial LLC. Payne has Series 63 and Series 66 licenses, designating them as a securities representative, and can operate in Tennessee. Lpl Financial LLC is a registered investment firm headquartered in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 advisors. It handles $368 billion in assets under management between its 1,688,501 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets. The business provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules depend on which service is offered. However, fees charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1222 Demonbreun
Nashville, TN 37203

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

TN Average: $646,059,043
Total Number of Employees

31,366

TN Average: 13
Total Number of Accounts

1,688,501

TN Average: 661
Average Account Size

$217,956

TN Average: $977,396

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
  • Educational seminars/workshops
  • Other

Linda Payne Work History

Linda has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Simmons Bank

2022 - Present (2 years)

Lpl Financial LLC

2017 - 2022 (5 years)

Ftb Advisors

2011 - 2016 (5 years)

City National Bank

*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 Linda 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
David Owen
Bellevue, WA
Diane Winner
Ann Arbor, MI
Scott Fritz
Exton, PA
Kelsey Odey
Denver, CO
Joseph Mastroianni
Venice, FL
Gregory Yuen
Aptos, CA
James Mullen
The Villages, FL

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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