Wendy A. Payne

CENTURION WEALTH MANAGEMENT

Mclean, VA 22102

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CRD#: 5083969

Professional summary

Wendy Ann Payne, who also goes by Wendy Ann Shelton, is a registered financial advisor currently at CENTURION WEALTH MANAGEMENT located in Mclean, Virginia.

Wendy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Wendy has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Wendy Ann Shelton

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.

FOUNDER & CEO OF LIFE STAGE TRANSITIONS, LLC, NOT INVESTMENT-RELATED, 1130 BRANDY RUN ROAD, HERNDON, VA 20170, EDUCATION & CONSULTING PROVIDED FOR NEWLY INDEPENDENT INDIVIDUALS AND COUPLES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wendy Ann Payne's CRS (Customer Relationship Summary).

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

August 9, 2022 - Present

CENTURION WEALTH MANAGEMENT

Office #1: 7901 Jones Branch Drive Suite 230, Mclean, VA 22102

RIA

CRD#: 317929

Mclean, VA

Past

February 20, 2015 - August 10, 2022

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

MCLEAN, VA

Past

February 20, 2015 - December 31, 2023

SPIRE SECURITIES, LLC

CRD#: 144131

MCLEAN, VA

Past

June 17, 2008 - February 23, 2015

XML SECURITIES

CRD#: 145589

FALLS CHURCH, VA

Past

January 4, 2008 - February 23, 2015

XML SECURITIES

RIA

CRD#: 145589

FALLS CHURCH, VA

Past

September 5, 2007 - December 31, 2007

LARA, SHULL & MAY, LTD

RIA

CRD#: 10556

FALLS CHURCH, VA

Past

March 28, 2007 - June 18, 2008

LARA, SHULL & MAY, LTD

CRD#: 10556

FALLS CHURCH, VA

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".

CENTURION WEALTH MANAGEMENT

CENTURION WEALTH MANAGEMENT | NORTHEAST MONEY MANAGEMENT, LLC | CENTURION WEALTH MANAGEMENT, LLC

CRD#: 317929 / SEC#: 801-123007

RIA

Registered Investment Advisory firm - (1/7/2022 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

Virginia
(8/9/2022)

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

IAR

Series 65

Date: 9/4/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/19/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/11/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/20/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CENTURION WEALTH MANAGEMENT

CENTURION WEALTH MANAGEMENT | NORTHEAST MONEY MANAGEMENT, LLC | CENTURION WEALTH MANAGEMENT, LLC

CRD#: 317929 / SEC#: 801-123007

RIA

Registered Investment Advisory firm - (1/7/2022 Approved)

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Contact information

Main Address

7901 Jones Branch Drive Suite 230, Mclean, VA 22102

Mailing Address

Phone number

(571) 765-1890

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CWM ADV 2 - JANUARY 2025 (11/7/2025)

Regulatory assets under management

Total Number of Accounts	1,611
AUM (Assets Under Management)	$ 741,181,353

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.

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Advisor Monitoring

Firm Stability Insights

Wendy A. Payne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wendy Ann Payne's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPIRE WEALTH MANAGEMENT, LLC

SPIRE SECURITIES, LLC

XML SECURITIES

XML SECURITIES

LARA, SHULL & MAY, LTD

LARA, SHULL & MAY, LTD

Primary Firm SEC Registration

CENTURION WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/4/2007

Series 63

Date: 3/19/2007

SIE

Date: 10/1/2018

Series 7

Date: 6/11/2007

Series 6

Date: 2/20/2007

Current Firm

CENTURION WEALTH MANAGEMENT

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTURION WEALTH MANAGEMENT

TRUST BUT VERIFY

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