Wendy
Payne
Centurion Wealth Management
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About this Advisor
Wendy Payne is a financial advisor who works out of Mc Lean, Virginia with 1 year of relevant experience. Payne is on the advisory team at Centurion Wealth Management. Their career trajectory has included roles at Lara, May & Associates, LLC, Life Stage Transitions, LLC, Spire Investment Partners, Spire Wealth Management, LLC and Spire Securities, LLC. Payne maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Virginia. Centurion Wealth Management is an advisory firm operating out of Mc Lean, VA. It has a total of 12 advisors. It manages $384 million in assets among its 386 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 386 client accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, educational seminars and other services. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fees billed by Centurion Wealth Management likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centurion Wealth Management Brokerage Details
$383,935,482
12
386
$994,652
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
Wendy Payne Work History
Wendy has been registered as a financial advisor for 1 years.*
Spire Securities, LLC
Life Stage Transitions,LLC
Spire Investment Partners
Spire Wealth Management, LLC
Lara, May & Associates, 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 Wendy 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 Centurion Wealth Management
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
West Chester, PA
Mc Lean, VA
Dorset, VT
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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