AP
August W. Payne
BEACON FINANCIAL GROUP
AUSTIN, TX 78703
Some features on this profile are disabled
CRD#: 4398386
AP
Professional summary
August Wade Payne, who also goes by Gus Payne, is a registered financial advisor currently at BEACON FINANCIAL GROUP located in Austin, Texas and KESTRA INVESTMENT SERVICES, LLC located in Dallas, Texas.
August is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. August has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gus 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.
Business Name: Beacon Financial Group Investment Related: Yes Address: 17300 PRESTON RD STE 120 DALLAS TX 75252 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Employee Start Date: 6/1/2011 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: IAR Business Name: Dos Veces Inc Investment Related: No Address: 2628 Creeks Edge Pkwy Austin TX 78733 Nature of Business: Consulting Position, Title or Relationship: Owner Start Date: 6/1/2011 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: FINANCIAL ADVISOR Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Pkwy Bldg. 2 Ste. 400 Austin TX 78735 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Relationship manager Start Date: 1/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Relationship manager
CRS (Client Relationship Summary) - RIA
Click below to view August Wade 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®
NoneExperience
Current
May 21, 2012 - Present
BEACON FINANCIAL GROUP
Office #1: 2313 Lake Ausin Blvd. Ste 211, Austin, TX 78703RIA
CRD#: 110038
AUSTIN, TX
Current
December 15, 2011 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 17300 Preston Rd. Ste. 120, Dallas, TX 75252BD
CRD#: 42046
Dallas, TX
Past
April 18, 2016 - March 26, 2025
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
DALLAS, TX
Past
February 15, 2012 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
AUSTIN, TX
Past
February 27, 2007 - January 4, 2010
OPTIONSXPRESS, INC.
BD
CRD#: 103849
CHICAGO, IL
Past
March 12, 2003 - May 17, 2006
SCOTTRADE, INC.
BD
CRD#: 8206
AUSTIN, TX
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".
BF
BEACON FINANCIAL GROUP
BEACON FINANCIAL GROUP | BEACON RETIREMENT PLANNING SERVICES INC.
CRD#: 110038 / SEC#: 801-57962
RIA
Registered Investment Advisory firm - (9/15/2000 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(12/15/2011)
IAR
Texas(5/21/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BF
BEACON FINANCIAL GROUP
BEACON FINANCIAL GROUP | BEACON RETIREMENT PLANNING SERVICES INC.
CRD#: 110038 / SEC#: 801-57962
RIA
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Contact information
Main Address
17300 Preston Rd, Suite 120 C/o Melissa Wheeler, Dallas, TX 75252-5654
Mailing Address
Phone number
(972) 726-9888
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,121 |
| AUM (Assets Under Management) | $ 1,137,548,918 |
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.
