Thomas Payant (CRD# 845353) is an Investment Advisor Representative working at Payant Wealth Management Group in Sun City Center, FL and has over 34 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 5159569
Primerica Advisors
CRD# 4691463
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Sarasota, FL | Sep 2023 - Current | < 1 |
| Payant Prestige Properties LLC | Sun City Center, FL | Jan 2006 - Current | 18 |
| Payant Tax Services | Sun City Center, FL | Jan 2003 - Current | 21 |
| Payant Wealth Management Group | Sun City Center, FL | Sep 1979 - Current | 44 |
| Sagepoint Financial, Inc. | Phoenix, AZ | Jan 2009 - Sep 2023 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management236MILLIONS
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Total Number of Accounts618ACCOUNTS
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Average Account Value$381,250
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, IL, MI, NH, NJ, NY, PA, TX
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