Daniel Payne has been an investment adviser representative at Starr-Mathews Financial since January 2013, and is not listed among the firm’s executive officers or direct owners. Daniel Payne holds a Bachelor of Science in Accounting from Mount Olive College.
Starr-Mathews Financial, LLC is a Calhoun, GA firm with $159M under management, 114 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Daniel Payne specializes in consulting to retirement plans, businesses and individuals through Starr-Mathews Financial, LLC. He began his career with a regional accounting firm, where he later became a partner, and early in his career worked primarily as a contract CFO and business consultant for various insurance companies in the US. He began working full time in wealth management when he and Jason Holland established a separate wealth management firm.
- Starr-Mathews Financial, LLCCurrent– present · 13 yearsRome, GA · Adviser representative · Firm CRD 166199
Professional designations
Listed by Starr-Mathews Financial
- Certified Financial Planner® (CFP®)
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Daniel Payne is registered as an investment adviser representative in Georgia, since January 2013.
- GeorgiaSince 16 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 January 2000 |
| Series 7 | General Securities Representative Examination | 6 January 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Anderson Payne
- CRD
- 4077985
- Firm
- Starr-Mathews Financial · CRD 166199
- Office
- 605 East First Street, Suite 102, Rome, GA 30161
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- starrbenefits.com
Where does Daniel Payne work?
Daniel Payne is an investment adviser representative registered through Starr-Mathews Financial, LLC since January 2013, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Payne a financial advisor?
Yes. Daniel Payne has a current investment-adviser registration in Georgia, through Starr-Mathews Financial since January 2013.
How many years of experience does Daniel Payne have?
Daniel Payne has 13 years in the financial industry, since January 2013, across 1 adviser firm.
What exams has Daniel Payne passed?
Daniel Payne has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2000.
Where is Daniel Payne based?
Daniel Payne’s registered office is in Rome, GA.
Is Daniel Payne registered with FINRA?
No. Daniel Payne has no current broker registration.
Is Daniel Payne a CFP?
Starr-Mathews Financial lists Daniel Payne with the CFP credential (“Certified Financial Planner® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Daniel Payne’s record?
Search CRD 4077985 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Payne’s full registration record.
