Brian Eric Payne
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
3 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Educational Freedom FoundationNov 2024 to now
- World System Builders (wsb)Sep 2023 to now
- Brian Payne - Rental Property 2Jun 2023 to now
- Dickerson InsuranceJun 2023 to now
- Morgan White GroupJun 2023 to now
- Chrysalis Insurance AgencyAug 2021 to now
- Home Sweet Home Realty LLCMay 2021 to now
- Pacific Coast Learning CenterSep 2018 to now
- Applied GaAug 2018 to now
- Health Insurance ServicesDec 2013 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Warner PacificSep 2008 to now
- Brian Payne - Rental PropertyOct 2007 to now
- World Financial GroupJun 2001 to now
- Coldwell Banker ResidentialSep 2013 to Mar 2021
- NextierMay 2008 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 3 states (CA, NC, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 3116234
- Firm CRD
- 16164