Payton
Vestrand
Pya Waltman Capital, LLC
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About this Advisor
Payton Vestrand is a financial advisor based in Knoxville, Tennessee, working with Pya Waltman Capital, LLC. Payton has previously held positions at Jpmorgan Securities, LLC, Captain Dan's Crabhouse, Dunkin Donuts, Twin Kiss, Esf Summer Camps, Wagener Lee Wealth Advisors, Liberty University, Jpmorgan Chase, Mama Crocketts Cider Donuts, and Pya Waltman Capital, LLC. Payton has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Tennessee. Currently, Payton is part of Pya Waltman Capital, LLC, which operates out of Knoxville, Tennessee. The firm has 1 office and 14 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Pya Waltman Capital, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pya Waltman Capital, LLC Brokerage Details
$1,030,582,694
14
1,222
$843,357
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Payton Vestrand Work History
Pya Waltman Capital, LLC
Jpmorgan Securities, LLC
Mama Crocketts Cider Donuts
Liberty University
Jpmorgan Chase
Liberty University
Wagener Lee Wealth Advisors
Twin Kiss
Esf Summer Camps
Dunkin Donuts
Twin Kiss
Captain Dan'S Crabhouse
Disclosures
Please visit the SEC profile of Payton Vestrand 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 Pya Waltman Capital, LLC
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Atlanta, GA
Knoxville, TN
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