BP
BP

Brice W Payne

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
11,592 clients
Average Client Portfolio
$159K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$10K
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Location

19600 West Catawba Avenue, Suite B200, Cornelius, NC, 28031

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brice owns Brice Payne Designs, a photography business, and dedicates minimal time to it. He also works full-time as an insurance producer for The Wealth Guardians and is President of The Wealth Navigators, LLC, an investment-related DBA for securities.

Employment History
Current Registrations
Alphastar Capital Management
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
W.wall and Company, INC.
February 2016 - October 2017 · 1 yr 8 mos
PNC Investments
March 2013 - November 2015 · 2 yrs 8 mos
T. Rowe Price Advisory Services, INC.
September 2010 - October 2012 · 2 yrs 1 mo
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.