Wendy Ann Payne
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Wendy Ann Shelton
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
CENTURION WEALTH MANAGEMENT | NORTHEAST MONEY MANAGEMENT, LLC | CENTURION WEALTH MANAGEMENT, LLC
Contact Information
Main Address
7901 Jones Branch Drive Suite 230, Mclean, VA 22102Phone Number
(571) 765-1890# of Employees
13SEC notice filing (24 States and Territories)
Registered to provide investment advisory services in 24 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,504AUM (Assets Under Management)
$786,188,183Similar Advisors
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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.
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Primary Firm SEC Registration
CENTURION WEALTH MANAGEMENT | NORTHEAST MONEY MANAGEMENT, LLC | CENTURION WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2007About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Wendy Ann Payne's CRS (Customer Relationship Summary).
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