Zachary Taylor Payne

Employer firm

Planvest Financial, Inc. CRD 290306

$176M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 12/2016
  Lpl Financial Dba Planvest Financial
  Gaithersburg, MD
• 01/2017 → 12/2019
  Lpl Financial Llc
  Gaithersburg, MD
• 11/2017 → Present
  Planvest Financial, Inc
  Gaithersburg, MD

Other Businesses

01/03/2018 - PlanVest Federal - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin - Start Date 11/28/2017 - 160 Hours Per Month / 0 Hours During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-02

Designations

• Certified Financial Planner

Other Names

• Zach Payne