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Justin Avent Payne

UPSTREAM LIFE WEALTH MANAGEMENT LLC·OXFORD, Mississippi
Series 65Clean record2 years registeredUPSTREAM LIFE WEALTH MANAGEMENT LLC
265 NORTH LAMAR BOULEVARD, OXFORD, MS 38655CRD# 6260486Firm CRD# 330469

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin Avent Payne · OXFORD, MS
Registration
CRD #6260486 · UPSTREAM LIFE WEALTH MANAGEMENT LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: UPSTREAM LIFE WEALTH MANAGEMENT LLC
UPSTREAM LIFE WEALTH MANAGEMENT LLC
May 2024 – Sep 2024
OXFORD, MS
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 10, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
UPSTREAM LIFE WEALTH MANAGEMENT LLC
CRD 330469 · SEC 801-129917
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Services offered by UPSTREAM LIFE WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at UPSTREAM LIFE WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Justin Avent Payne offer?
Justin Avent Payne specializes in Financial Planning, Investment Management, Retirement Planning.
What are Justin Avent Payne's credentials?
Justin Avent Payne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Avent Payne located?
Justin Avent Payne is based in OXFORD, Mississippi, last registered with UPSTREAM LIFE WEALTH MANAGEMENT LLC.
How does Justin Avent Payne charge for services?
Justin Avent Payne's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UPSTREAM LIFE WEALTH MANAGEMENT LLC?
UPSTREAM LIFE WEALTH MANAGEMENT LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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