I provide clients with advice on financial matters, making recommendations on ways to best utilise their money. My role involves researching the marketplace and advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale.I specialise in fixed-income / principal protection products. In order for me to give financial advice, advisers must have professional qualifications and follow strict financial industry rules.
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Account ExecutiveTri-Star GroupHouston, Tx, Us -
Financial AdvisorTri-Star Advisors Jan 2010 - PresentHouston, Texas AreaI am a professional who helps clients to maintain the desired balance of investment income, capital gains, and acceptable level of risk by using proper asset allocation. I use bonds, mutual funds, real estate investment trusts (REITs), and notes and to meet the needs of my clients. A 'Fee-Only' Financial Advisor.
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Account ExecutiveTri-Star Group Jan 2002 - PresentHouston, Texas AreaI am a professional who helps clients to maintain the desired balance of investment income, capital gains, and acceptable level of risk by using proper asset allocation. I use bonds, mutual funds, real estate investment trusts (REITs), and notes and to meet the needs of my clients. -
Office ManagerVps Environmental Jan 2000 - Jan 2002
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Assistant To The PresidentGreen Mountain Environmental Jan 1999 - Jan 2001
Thomas Payne Skills
Thomas Payne Education Details
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Marine Millitary Academy -
Marine Military Academy
Frequently Asked Questions about Thomas Payne
What company does Thomas Payne work for?
Thomas Payne works for Tri-Star Group
What is Thomas Payne's role at the current company?
Thomas Payne's current role is Account Executive.
What schools did Thomas Payne attend?
Thomas Payne attended Marine Millitary Academy, Marine Military Academy.
What skills is Thomas Payne known for?
Thomas Payne has skills like Investments, Mutual Funds, Asset Allocation, Finance, Financial Advisory, Financial Services, Fixed Income, Wealth Management, Retirement Planning, 401k, Bonds, Securities.
Who are Thomas Payne's colleagues?
Thomas Payne's colleagues are Bill Taylor, Debbie Johnson, Bill Payne, Jeremy Brown, Deborah Johnson, Thomas Payne, Leslie Heath.
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