Unclaimed Profile

Marshall Bryan Payne

CIC PARTNERS MANAGEMENT LLC·DALLAS, Texas

Series 7, Series 63Clean record24 years registeredCIC PARTNERS MANAGEMENT LLC

3879 MAPLE AVENUE, DALLAS, TX 75219CRD# 1176706Firm CRD# 158019

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marshall Bryan Payne · DALLAS, TX

Registration

CRD #1176706 · CIC PARTNERS MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

CIC PARTNERS MANAGEMENT LLC

Apr 2012 – present

CARDINAL INVESTMENT COMPANY, INC.

Jun 2002 – Aug 2004

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · June 27, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CIC PARTNERS MANAGEMENT LLC

CRD 158019 · SEC 801-74267

AUM

$585M

Regulatory assets under management

Employees

3 client accounts

Services offered by CIC PARTNERS MANAGEMENT LLC

Per Form ADV

Pension consulting

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CIC PARTNERS MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Marshall Bryan Payne offer?

Marshall Bryan Payne specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Marshall Bryan Payne's credentials?

Marshall Bryan Payne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marshall Bryan Payne located?

Marshall Bryan Payne is based in DALLAS, Texas, working with CIC PARTNERS MANAGEMENT LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Marshall Bryan Payne charge for services?

Marshall Bryan Payne's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CIC PARTNERS MANAGEMENT LLC?

CIC PARTNERS MANAGEMENT LLC has approximately 16 employees and manages $585M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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