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DP

Darryl A. Payne

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CRD#: 3064921
DP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Darryl Anthony Payne, who also goes by Darryl A Payne, was a registered financial professional .

Darryl is a previously registered financial professional and started their career in finance in 1998. Darryl had worked at 7 firms and has passed the Series 66, Series 3, Series 7, Series 6, Series 9, Series 10 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Darryl A Payne

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 19, 2010 - May 3, 2012

EDELMAN FINANCIAL SERVICES, LLC

RIA
CRD#: 113299
TYSONS CORNER, VA
Past

January 19, 2010 - May 3, 2012

SANDERS MORRIS LLC

BD
CRD#: 20580
TYSONS CORNER, VA
Past

August 16, 2007 - September 25, 2009

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
COLUMBIA, MD
Past

August 6, 2007 - September 25, 2009

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
COLUMBIA, MD
Past

May 20, 2003 - February 27, 2007

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
WASHINGTON, DC
Past

September 18, 2002 - February 27, 2007

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
WASHINGTON, DC
Past

May 26, 2000 - April 27, 2001

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

December 3, 1999 - May 26, 2000

CRESTAR SECURITIES CORPORATION

BD
CRD#: 17464
RICHMOND, VA
Past

April 1, 1999 - August 27, 1999

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

June 2, 1998 - February 22, 1999

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/14/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/31/2007
General Securities Principal Examination

Current Firm


EF
EDELMAN FINANCIAL SERVICES, LLC
EDELMAN FINANCIAL | EDELMAN FINANCIAL SERVICES, LLC | EDELMAN FINANCIAL SERVICES LLC | EDELMAN FINANCIAL SERVICES INC.

CRD#: 113299 / SEC#: 801-64567

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Contact information


Main Address
4000 Legato Road 9th Floor, Fairfax, VA 22033-2892
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

EDELMAN FINANCIAL SERVICES FORM ADV PART 2A (3/30/2018)

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.

Company Information


EDELMAN FINANCIAL SERVICES, LLC

CRD#: 113299

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