Mario Payne, financial advisor Jacksonville FL

Mario Payne

CRD Number: 5445757
Current Firm: Toams Financial

Mario Payne (CRD# 5445757) is an Investment Advisor Representative working at Toams Financial in Jacksonville, FL and has over 16 years of experience in the finance industry. Mario Payne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Planning Solutions International Llc Dba Toams Financial Jacksonville, FL Feb 2019 - Current 5
Raymond James Financial Services, Inc. Jacksonville, FL May 2013 - Feb 2019 5
Raymond James Financial Services Advisors Inc. Jacksonville, FL May 2013 - Feb 2019 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mario J. Payne
Phone Number: (904) 733-5321
Registered State(s):
  • FL
  • GA
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    155
    MILLIONS
  • Total Number of Accounts
    1,902
    ACCOUNTS
  • Average Account Value
    $81,493
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, FL, GA, NC, NY, TN, TX, VA

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