BP

Benjamin Westphal Payne

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
86 advisors
Number of Clients
6,005 clients
Average Client Portfolio
$429K average
Assets Under Management
$2.6B

Fee Structure

Vicus Capital offers financial planning services on an hourly or fixed-fee basis. Details on investment management fees are not provided in this document. Contact Vicus Capital directly for specific fee information.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning
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Advisor Information

Office location

476 Rolling Ridge Drive, Suite 315, State College, PA, 16801

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Benjamin works as a Financial Services Compliance Associate for Vicus Capital and PFG, dedicating full-time hours to administrative and compliance assistance. He also serves as a trustee for Quissana Trust and co-owns Saint Millie, LLC, spending minimal time on these activities.

Employment History
Current Registrations
Vicus Capital, INC.
November 2019 - Present · 6 yrs 2 mos
Cetera Wealth Services, LLCBroker
July 2019 - Present · 6 yrs 6 mos
Previous Registrations
E*trade Securities LLCBroker
September 2016 - January 2019 · 2 yrs 4 mos
E*trade Clearing LLCBroker
November 2009 - September 2016 · 6 yrs 10 mos
E*trade Securities LLCBroker
November 2009 - March 2014 · 4 yrs 4 mos
E*trade Securities LLCBroker
February 2006 - July 2009 · 3 yrs 5 mos
Freedom Investments, INC.Broker
February 2005 - January 2006 · 11 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.