Zachary Payne has been an investment adviser representative at PlanVest Financial since January 2020, and is not listed among the firm’s executive officers or direct owners. Zachary Payne holds a Bachelor of Arts in Business Administration from Hood College.
Planvest Financial, Inc. is a Gaithersburg, MD firm with $176M under management, 309 clients and 6 advisers in one office, as of its September 2026 filing.
Zach Payne is Senior Wealth Manager and Director of Financial Planning of PlanVest Financial. As Director of Financial Planning, he leads the firm's financial planning process and helps oversee the technology, investment tools, and analytical resources used to deliver financial plans. He works with individuals, families, businesses, and organizations on retirement planning, investment management, and tax strategies.
- Planvest Financial, Inc.Current– present · 6 yearsGaithersburg, MD · Adviser representative · Firm CRD 290306
Professional designations
Listed by PlanVest Financial
- CFP®
- ChFEBC℠
Investment adviser representative registrations
Zachary Payne is registered as an investment adviser representative in Maryland, since January 2020.
- MarylandSince 4 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 July 2018 |
| Series 7 | General Securities Representative Examination | 1 February 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Zachary Taylor Payne
- CRD
- 6516858
- Firm
- PlanVest Financial · CRD 290306
- Office
- 6 MONTGOMERY VILLAGE AVENUE, SUITE 320, Gaithersburg, MD 20879
- Registration
- Investment adviser registration
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- planvestfinancial.com
Where does Zachary Payne work?
Zachary Payne is an investment adviser representative registered through Planvest Financial, Inc. since January 2020, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Payne a financial advisor?
Yes. Zachary Payne has a current investment-adviser registration in Maryland, through PlanVest Financial since January 2020.
How many years of experience does Zachary Payne have?
Zachary Payne has 9 years in the financial industry, since February 2017, across 1 adviser firm.
What exams has Zachary Payne passed?
Zachary Payne has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2017. FINRA credited Zachary Payne with the SIE, which began in October 2018.
Where is Zachary Payne based?
Zachary Payne’s registered office is in Gaithersburg, MD.
Is Zachary Payne registered with FINRA?
No. Zachary Payne has no current broker registration.
Is Zachary Payne a CFP?
PlanVest Financial lists Zachary Payne with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Zachary Payne’s record?
Search CRD 6516858 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Payne’s full registration record.
