Payton
Boyea
Berthel, Fisher & Company Financial Services, Inc
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About this Advisor
Payton Boyea is a financial advisor who works in Sacramento, California with 3 years of relevant experience. Boyea is on the advisory team at Berthel, Fisher & Company Financial Services, Inc. During their career, Boyea has held roles at Autostar Motors, Thrivent Investment Management Inc, Thrivent Financial and Berthel Fisher & Company Financial Services, Inc. Boyea maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can work in California. Berthel, Fisher & Company Financial Services, Inc is a registered investment firm that has its headquarters in Cedar Rapids, IA. The company has offices in 100 locations and a total of 100 employees. It controls $396 million in assets among its 2,247 customer accounts, placing it among the larger firms in the nation by assets under management. Of its 2,247 customer accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in investable assets. Berthel, Fisher & Company Financial Services, Inc performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on the financial services provided. However, fees charged by Berthel, Fisher & Company Financial Services, Inc can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Berthel, Fisher & Company Financial Services, Inc Brokerage Details
$395,938,893
100
2,247
$176,208
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Payton Boyea Work History
Payton has been registered as a financial advisor for 3 years.*
Berthel Fisher & Company Financial Services, Inc
Thrivent Financial
Thrivent Investment Management Inc
Thrivent Financial
Autostar Motors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Payton Boyea to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Berthel Fisher & Company Financial Services, Inc
Sacramento, CA
Northbrook, IL
Midvale, UT
Suwanee, GA
Henderson, NV
Cedar Rapids, IA
Cedar Rapids, IA
Midvale, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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