Payton Denney
Payton Denney is a registered investment advisor at Cetera Investment Advisers LLC, based in Shreveport, LA, with 22 years of industry experience. Payton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7607 Fern Ave, Suite 302, Shreveport, LA, 71105
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Payton sells fixed insurance products, including life, health, disability, annuities, and long-term care, with time commitment varying. Payton is also the owner of Providence Wealth Strategies, a financial services DBA, dedicating about a quarter of their time, and a partner in PHD Holdings LLC, which holds the building for the financial planning business, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.