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Payton Toshio Boyea

Investment Adviser Representative at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Elk Grove, CACRD #6394968Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
5 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Payton Toshio Boyea has worked in the securities industry since 2015. They are registered to provide investment advisory services in California, Florida, Indiana, Louisiana, and Washington.

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
CaliforniaFloridaIndianaLouisianaWashington
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/29/2020
Series 63
Uniform Securities Agent State Law Examination
Passed 12/23/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/23/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Berthel Fisher & Company Financial Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BFC PLANNING, INC.Current
10/30/2023Elk Grove, CA
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.Current
7/31/2020Elk Grove, CA
THRIVENT INVESTMENT MANAGEMENT INC.
11/23/20159/11/2018Citrus Heights, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Payton Toshio Boyea has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Payton Toshio Boyea - Financial Advisor in Elk Grove, CA | AdvisorFinder