Unclaimed Profile

Mario Joseph Payne

PLANNING SOLUTIONS INTERNATIONAL LLC·JACKSONVILLE, Florida

SIE, Series 7, Series 24, Series 66CFP18 years registeredPLANNING SOLUTIONS INTERNATIONAL LLC

1901 UNIVERSITY BLVD W, JACKSONVILLE, FL 32217CRD# 5445757Firm CRD# 300043

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mario Joseph Payne · JACKSONVILLE, FL

Registration

CRD #5445757 · PLANNING SOLUTIONS INTERNATIONAL LLC · 18 years registered

Brand Profile

Not yet started

Career History

TOAMS FINANCIAL

Feb 2019 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

May 2013 – Feb 2019

JACKSONVILLE, FL

EDWARD JONES

Jan 2008 – May 2013

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 18, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

2025Customer Dispute·Pending

2025Customer Dispute·Settled

2024Customer Dispute·Pending

2024Customer Dispute·Settled

2018Customer Dispute·Denied

2009Customer Dispute·Denied

8 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PLANNING SOLUTIONS INTERNATIONAL LLC

CRD 300043 · SEC 801-120648

AUM

$155M

Regulatory assets under management

Employees

1,902 client accounts

Services offered by PLANNING SOLUTIONS INTERNATIONAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLANNING SOLUTIONS INTERNATIONAL LLC →

Introduction

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Frequently Asked Questions

What services does Mario Joseph Payne offer?

Mario Joseph Payne specializes in Financial Planning, Investment Management. Contact their office in JACKSONVILLE, Florida for a consultation.

What are Mario Joseph Payne's credentials?

Mario Joseph Payne holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mario Joseph Payne located?

Mario Joseph Payne is based in JACKSONVILLE, Florida, working with PLANNING SOLUTIONS INTERNATIONAL LLC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

How does Mario Joseph Payne charge for services?

Mario Joseph Payne's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLANNING SOLUTIONS INTERNATIONAL LLC?

PLANNING SOLUTIONS INTERNATIONAL LLC has approximately 2 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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