Donald Roy Payne
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Highland Capital BrokerageDec 2022 to now
- Prudent Insurance, LLCApr 2022 to Nov 2022
- UnemployedDec 2021 to Apr 2022
- Lion Street AdvisorsMar 2020 to Dec 2021
- Lion Street FinancialMar 2020 to Dec 2021
- Flah & CompanyOct 2018 to Dec 2021
- Kestra Financial, Inc.Oct 2018 to Mar 2020
- Donald R. Payne, Jr., CLU, ChFC, CfpJun 2018 to Sep 2018
- M Holdings Securities , Inc.Mar 2016 to May 2018
- Mbl AdvisorsMar 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (AL, FL).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2034541
- Firm CRD
- 23131