Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Payne is a financial advisor with over 20 years of experience in the industry. Thomas Payne is registered with Calton & Associates, Inc., and is also registered with the state of Texas as an Investment Advisor Representative. Thomas Payne has a broad range of experience serving both individual and institutional clients, including high-net-worth individuals and pension and profit-sharing plans. Thomas Payne's primary focus is in financial planning, pension consulting, and portfolio management. Thomas Payne also has experience working with Tri-Star Financial and Tri-Star Advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
12/08/2022 - Present
Calton & Associates, Inc. (TAMPA FL)
TX
10/25/2002 - 12/31/2014
TRI-STAR FINANCIAL (HOUSTON TX)
IA
Issued 07/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Payne is the right advisor for you? Invested Better is here to help.
