Wendy Payne has been Founding Partner / Elected Manager / Co-President of Centurion Wealth Management since February 2015, is a control person of the firm and directly owns between 25% and 50% of it.
Centurion Wealth Management, LLC is a McLean, VA firm with $786M under management, 415 clients and 5 advisers across 3 offices, as of its September 2026 filing.
Wendy Payne is a Founding Partner and Wealth Management Advisor at Centurion Wealth Management, which she co-founded. She has a 23-year tenure in the wealth management industry, preceded by work as a caregiver to elderly and disabled adults. She specializes in working with newly independent women, including widows and divorcees, and developed the Life Stage Transitions and Financial Independence for Women programs.
Wendy Payne’s longest registration was 7 years at Spire Wealth Management, LLC (2015–2022). Before joining Centurion Wealth Management in 2022, Wendy Payne was registered through Spire Wealth Management, LLC and Lara, May & Associates, LLC.
- Centurion Wealth ManagementCurrent– present · 4 yearsMcLean, VA · Adviser representative · Firm CRD 317929
- Spire Wealth Management, LLC– · 7 yearsMcLean, VA · Adviser representative · Firm CRD 113908
- Lara, May & Associates, LLC– · 7 yearsFalls Church, VA · Adviser representative · Firm CRD 145589
- Lara, Shull & May, LTD.– · under a yearFalls Church, VA · Adviser representative · Firm CRD 10556
Professional designations
Listed by Centurion Wealth Management
- Certified Estate Planner (CEP®)
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Wendy Payne is registered as an investment adviser representative in Virginia, since August 2022.
- VirginiaSince 9 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 4 September 2007 |
| Series 7 | General Securities Representative Examination | 11 June 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 March 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 February 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Wendy Ann Payne
- CRD
- 5083969
- Firm
- Centurion Wealth Management · CRD 317929
- Role
- Founding Partner / Elected Manager / Co-President
- Office
- 7901 JONES BRANCH DRIVE, SUITE 230, McLean, VA 22102
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- centurionwealth.com
Where does Wendy Payne work?
Wendy Payne has been Founding Partner / Elected Manager / Co-President of Centurion Wealth Management, LLC since February 2015, and is a control person of the firm.
Is Wendy Payne a financial advisor?
Yes. Wendy Payne has a current investment-adviser registration in Virginia, through Centurion Wealth Management since August 2022.
How many years of experience does Wendy Payne have?
Wendy Payne has 19 years in the financial industry, since March 2007, across 4 adviser firms.
What exams has Wendy Payne passed?
Wendy Payne has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in February 2007. FINRA credited Wendy Payne with the SIE, which began in October 2018.
Where did Wendy Payne work before Centurion Wealth Management?
Before Centurion Wealth Management, Wendy Payne was registered through Lara, May & Associates, LLC, January 2008 to February 2015; Lara, Shull & May, LTD., September 2007 to December 2007.
Where is Wendy Payne based?
Wendy Payne’s registered office is in McLean, VA.
Is Wendy Payne registered with FINRA?
No. Wendy Payne has no current broker registration.
How can I verify Wendy Payne’s record?
Search CRD 5083969 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wendy Payne’s full registration record.
