Thomas Payne, financial advisor Tampa FL

Thomas Payne

CRD Number: 4508298
Current Firm: Calton & Associates, Inc.

Thomas Payne (CRD# 4508298) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Calton & Associates, Inc. Houston, TX Jan 2015 - Current 9
Tri-star Advisors Houston, TX Jul 2011 - Dec 2022 11
Tri-star Financial Houston, TX Feb 2002 - Dec 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2003
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Thomas L. Payne
Phone Number: 813-264-0440
Firm Website: http://www.calton.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,059
    MILLIONS
  • Total Number of Accounts
    6,846
    ACCOUNTS
  • Average Account Value
    $154,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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