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Robert Payne

Advisor at Edward Jones

Updated today

Location

Hartselle, AL 35640

Credentials

Series 63

Industry experience

34 years

About

Robert Payne is a financial advisor with Edward Jones in Hartselle, Alabama, holding a Series 63 designation and over 34 years of industry experience. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of approximately 23,701 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

113 West Main Street

Hartselle, AL 35640

Most active in

Alabama · Texas

Work history

Edward D. Jones & Co., L.P.

1991 - Present (35 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kenneth J

Series 63, Series 65

Trinity, AL

Ignite Planners LLC

Kenneth Johnson is a financial advisor at Ignite Planners LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at StoneX Securities Inc. Outside of advising, he serves as a Bible class teacher and pulpit minister at Aldridge Grove Church of Christ and is involved in several community boards, including the International Motorsports Hall of Fame and the Industrial Development Board of Lawrence County, Alabama. Ignite Planners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and access to third-party money managers, employing a multi-disciplinary investment approach and discretionary portfolio management that includes private and alternative investments.

Options & derivatives strategies Private / alternative investments Active portfolio management Tax-loss harvesting
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Trevor K

Series 66

Priceville, AL

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Trevor Kurzhal is a financial advisor with NBC Securities, Inc. holding a Series 66 designation and five years of industry experience. Outside of his advisory role, he is involved in audio production, mixing and mastering music for local artists, and serves in various media and production roles with Grace Life Church of the Shoals and its missions affiliate. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including individuals, institutions, and municipalities, with approximately $1.78 billion in assets under management. The firm offers multiple fee-based advisory programs and integrates brokerage execution and custody services through RBC platforms.

Retirement income strategy Wealth management Founder/Business Owner Retired
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James M

Series 66

Decatur, AL

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James Mitchell Jr. is a financial advisor with Diversify Advisory Services, LLC in Decatur, AL, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at DFPG Investments, LLC, BFC Planning, Inc., Berthel Fisher & Company Financial Services, Inc., and Triad Advisors, Inc. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach, utilizing a variety of internal and third-party models across multiple platforms and offering a broad range of investment instruments and strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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Todd K

Series 63, Series 65

Priceville, AL

Nbc Securities, Inc.

Todd Kurzhal is a financial advisor at NBC Securities, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with NBC Securities since 2002. NBC Securities provides investment management, financial planning, and brokerage services to a diverse client base, including high-net-worth individuals, institutions, and municipalities. The firm offers multiple advisory programs that integrate third-party investment managers and model portfolios, supporting both discretionary and non-discretionary arrangements.

Retirement income strategy Wealth management Founder/Business Owner Retired
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James N

Series 63, Series 65

Decatur, AL

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James Newton is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Barlas O'Reilly Wealth Management, Plan Partners LLC, and Eqis Capital Management, Inc. Outside of his advisory role, he owns and operates Newton Institutional, where he transacts insurance products, and PayLink IRA, which provides payroll and IRA services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services through a blend of strategic and tactical approaches.

Active portfolio management Passive / index investing
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Paul M

Series 66

Decatur, AL

Wells Fargo Advisors

Paul Morris is a financial advisor with Wells Fargo Advisors in Decatur, AL, holding a Series 66 designation and 15 years of industry experience. His career includes multiple roles within Wells Fargo-affiliated entities since 2010 and a brief tenure at Merrill in 2021. He also owns Paul D Morris Wealth Management Inc., an investment-related business based in Florence, AL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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