Unclaimed Profile

Adam Michael Laibson

MAINSAIL FINANCIAL GROUP, LLC·BELLEVUE, Washington

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65Clean record14 years registeredMAINSAIL FINANCIAL GROUP, LLC

11245 SE 6TH STREET, BELLEVUE, WA 98004CRD# 4569804Firm CRD# 317970

Profile Verification

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

Identity

Adam Michael Laibson · BELLEVUE, WA

Registration

CRD #4569804 · MAINSAIL FINANCIAL GROUP, LLC · 14 years registered

Brand Profile

Not yet started

Career History

MAINSAIL FINANCIAL GROUP

Mar 2022 – present

COMMONWEALTH FINANCIAL NETWORK

Feb 2019 – Apr 2022

SAN DIEGO, CA

MML INVESTORS SERVICES, LLC

Mar 2017 – Feb 2019

BELLEVUE, WA

MSI FINANCIAL SERVICES, INC.

Dec 2011 – Mar 2017

BELLEVUE, WA

PRIMERICA ADVISORS

Sep 2011 – Nov 2011

MOUNTLAKE TERRACE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · September 21, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAINSAIL FINANCIAL GROUP, LLC

CRD 317970 · SEC 801-123307

AUM

$192M

Regulatory assets under management

Employees

698 client accounts

Services offered by MAINSAIL FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MAINSAIL FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Michael Laibson offer?

Adam Michael Laibson specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Adam Michael Laibson's credentials?

Adam Michael Laibson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Michael Laibson located?

Adam Michael Laibson is based in BELLEVUE, Washington, working with MAINSAIL FINANCIAL GROUP, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Adam Michael Laibson charge for services?

Adam Michael Laibson'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 MAINSAIL FINANCIAL GROUP, LLC?

MAINSAIL FINANCIAL GROUP, LLC has approximately 6 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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