William Payne, financial advisor Houston TX

William Payne

CRD Number: 2294559
Current Firm: Tri-star Advisors, Inc.

William Payne (CRD# 2294559) is an Investment Advisor Representative working at Tri-star Advisors, Inc. in Houston, TX and has over 31 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Calton & Associates, Inc. Tampa, FL Nov 2014 - Current 9
Media 59 Houston, TX Nov 2010 - Current 13
Tri Star Advisors Houston, TX Feb 2009 - Current 15
Tri-star Financial Houston, TX Mar 1992 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1992
S65 NASAA Investment Advisors Law Examination May 2009
Disclosure Information

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
Contact Info for William T. Payne
Phone Number: 713-735-9200
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    58
    MILLIONS
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $470,388
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, TX

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