Mario Payne has been Owner and Chief Compliance Officer of Planning Solutions International since February 2013, is a control person of the firm and directly owns 75% or more of it. Mario Payne studied at Tennessee State University.
Planning Solutions International LLC is a Jacksonville, FL firm with $109M under management, 620 clients and 1 adviser in one office, as of its March 2026 filing.
Mario J. Payne started his career in 2007 as a Financial Advisor with Edward Jones. In 2013 he started his own investment firm, TOAMS Financial, which operates under the name Planning Solutions International LLC. Earlier, he served in the United States Army as a financial sergeant.
Mario Payne’s longest registration is the current one, 7 years at Planning Solutions International since 2019. Before joining Planning Solutions International in 2019, Mario Payne was registered through Raymond James Financial Services Advisors, Inc and Edward Jones.
- Toams FinancialCurrent– present · 7 yearsJacksonville, FL · Adviser representative · Firm CRD 300043
- Raymond James Financial Services Advisors, Inc– · 5 yearsJacksonville, FL · Adviser representative · Firm CRD 149018
- Edward Jones– · 5 yearsJacksonville, FL · Adviser representative · Firm CRD 250
Professional designations
Listed by Planning Solutions International
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Mario Payne is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from February 2019; the most recent is Georgia, in February 2020.
- FloridaSince 15 February 2019
- GeorgiaSince 26 February 2020
- TennesseeSince 11 September 2019
- TexasResidentSince 31 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 23 November 2014 |
| Series 66 | Uniform Combined State Law Examination | 5 January 2008 |
| Series 7 | General Securities Representative Examination | 20 December 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mario Joseph Payne
- CRD
- 5445757
- Firm
- Planning Solutions International · CRD 300043
- Role
- Owner and Chief Compliance Officer
- Office
- 1901 UNIVERSITY BLVD W, Jacksonville, FL 32217
- Registration
- Investment adviser registration
- In the industry since
- December 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- toamsfinancial.com
Where does Mario Payne work?
Mario Payne has been Owner and Chief Compliance Officer of Planning Solutions International LLC since February 2013, and is a control person of the firm.
Is Mario Payne a financial advisor?
Yes. Mario Payne has a current investment-adviser registration in Florida, Georgia, Tennessee and Texas, through Planning Solutions International since February 2019.
How many years of experience does Mario Payne have?
Mario Payne has 18 years in the financial industry, since December 2007, across 3 adviser firms.
What exams has Mario Payne passed?
Mario Payne has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in December 2007. FINRA credited Mario Payne with the SIE, which began in October 2018.
Where did Mario Payne work before Planning Solutions International?
Before Planning Solutions International, Mario Payne was registered through Raymond James Financial Services Advisors, Inc, May 2013 to February 2019; Edward Jones, January 2008 to May 2013.
Where is Mario Payne based?
Mario Payne’s registered office is in Jacksonville, FL.
Is Mario Payne registered with FINRA?
No. Mario Payne has no current broker registration.
Is Mario Payne a CFP?
Planning Solutions International lists Mario Payne with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Mario Payne’s record?
Search CRD 5445757 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mario Payne’s full registration record.