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Nathan Perry Moore

PAYNE WEALTH PARTNERS, INC.·EVANSVILLE, Indiana
Clean record15 years registeredPAYNE WEALTH PARTNERS, INC.
601 N. CROSS POINTE BOULEVARD, EVANSVILLE, IN 47715CRD# 5901916Firm CRD# 105904

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathan Perry Moore · EVANSVILLE, IN
Registration
CRD #5901916 · PAYNE WEALTH PARTNERS, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

UNITED CAPITAL FINANCIAL ADVISORS
Dec 2017 – present
PAYNE WEALTH PARTNERS, INC.
Mar 2011 – Dec 2017
EVANSVILLE, IN
02

Registrations & Exams

Registration record
First registered · March 15, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PAYNE WEALTH PARTNERS, INC.
CRD 105904 · SEC 801-33446
AUM
$535M
Regulatory assets under management
Employees
12
1,687 client accounts
Services offered by PAYNE WEALTH PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PAYNE WEALTH PARTNERS, INC. →
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05

Frequently Asked Questions

What services does Nathan Perry Moore offer?
Nathan Perry Moore specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVANSVILLE, Indiana for a consultation.
What are Nathan Perry Moore's credentials?
Nathan Perry Moore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Perry Moore located?
Nathan Perry Moore is based in EVANSVILLE, Indiana, working with PAYNE WEALTH PARTNERS, INC.. Their office serves clients in the EVANSVILLE metropolitan area and surrounding communities.
How does Nathan Perry Moore charge for services?
Nathan Perry Moore's firm is compensated through percentage of aum, subscription fees, other: minimum fees based on net worth and assets under management.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAYNE WEALTH PARTNERS, INC.?
PAYNE WEALTH PARTNERS, INC. has approximately 12 employees and manages $535M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PAYNE WEALTH PARTNERS, INC.

Chad Alan Sander
EVANSVILLE, IN
Ann Adele Pendley
EVANSVILLE, IN
T. Taylor Payne
EVANSVILLE, IN

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