Mario Joseph Payne
Investment adviser representative at Toams Financial
13 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$108.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Toams FinancialJan 2020 to now
- Planning Solutions International LLC dba Toams FinancialFeb 2019 to now
- Raymond James Financial Services Advisors Inc.May 2013 to Feb 2019
- Raymond James Financial Services, Inc.May 2013 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 4 states (FL, GA, TN, TX).
Toams Financial
Legal name: Planning Solutions International LLC
$108.8MAssets managed
620Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5445757
- Firm CRD
- 300043