Unclaimed Profile

Frank Leigh Bain

BAIN WEALTH MANAGEMENT GROUP, LLC·SALEM, Oregon

SIE, Series 6, Series 7, Series 63, Series 65Clean record24 years registeredBAIN WEALTH MANAGEMENT GROUP, LLC

885 LANCASTER DR. SE, SALEM, OR 97317CRD# 1803427Firm CRD# 281066

Profile Verification

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

Identity

Frank Leigh Bain · SALEM, OR

Registration

CRD #1803427 · BAIN WEALTH MANAGEMENT GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BAIN WEALTH MANAGEMENT GROUP, LLC

CWM, LLC

Jun 2020 – Jan 2024

Salem, OR

BAIN WEALTH MANAGEMENT GROUP, LLC

Sep 2015 – Jul 2020

SALEM, OR

VOYA FINANCIAL ADVISORS, INC.

Mar 2002 – Sep 2015

SALEM, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · March 7, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAIN WEALTH MANAGEMENT GROUP, LLC

CRD 281066 · SEC 801-117638

AUM

$109M

Regulatory assets under management

Employees

476 client accounts

Services offered by BAIN WEALTH MANAGEMENT GROUP, 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 BAIN WEALTH MANAGEMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Frank Leigh Bain offer?

Frank Leigh Bain specializes in Financial Planning, Investment Management.

What are Frank Leigh Bain's credentials?

Frank Leigh Bain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank Leigh Bain located?

Frank Leigh Bain is based in SALEM, Oregon, last registered with BAIN WEALTH MANAGEMENT GROUP, LLC.

How does Frank Leigh Bain charge for services?

Frank Leigh Bain'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 BAIN WEALTH MANAGEMENT GROUP, LLC?

BAIN WEALTH MANAGEMENT GROUP, LLC has approximately 2 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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