Marshall B. Payne

CIC PARTNERS MANAGEMENT LLC

Dallas, TX 75219

Some features on this profile are disabled

CRD#: 1176706

Professional summary

Marshall Bryan Payne is a registered financial advisor currently at CIC PARTNERS MANAGEMENT LLC located in Dallas, Texas.

Marshall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Marshall has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marshall Bryan Payne's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 12, 2012 - Present

CIC PARTNERS MANAGEMENT LLC

Office #1: 3879 Maple Avenue Suite 400, Dallas, TX 75219

RIA

CRD#: 158019

Dallas, TX

Past

June 27, 2002 - August 10, 2004

CARDINAL TRADING

RIA

CRD#: 6657

DALLAS, TX

Past

August 25, 1983 - September 25, 1995

CARDINAL TRADING

CRD#: 6657

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CIC PARTNERS MANAGEMENT LLC

CRD#: 158019 / SEC#: 801-74267

RIA

Registered Investment Advisory firm - (3/30/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(4/12/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/31/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/20/1983

General Securities Representative Examination

Current Firm

CIC PARTNERS MANAGEMENT LLC

CRD#: 158019 / SEC#: 801-74267

RIA

Registered Investment Advisory firm - (3/30/2012 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3879 Maple Avenue Suite 400, Dallas, TX 75219

Mailing Address

Phone number

(214) 871-6819

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 546,489,536

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

Garland, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Marshall B. Payne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marshall Bryan Payne's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIC PARTNERS MANAGEMENT LLC

CARDINAL TRADING

CARDINAL TRADING

Primary Firm SEC Registration

CIC PARTNERS MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/31/1983

Series 7

Date: 8/20/1983

Current Firm

CIC PARTNERS MANAGEMENT LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CIC PARTNERS MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors