Adam
Laibson
Mainsail Financial Group
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About this Advisor
Adam Laibson is a financial advisor based in Bellevue, Washington, working with Mainsail Financial Group. Adam has previously held positions at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Commonwealth Financial Network, and Mainsail Financial Group, LLC. Adam has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, Adam is part of Mainsail Financial Group, which operates out of Bellevue, Washington. The firm has 7 employees and manages assets totaling $191.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Mainsail Financial Group includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Mainsail Financial Group Brokerage Details
$191,575,878
7
698
$274,464
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Adam Laibson Work History
Mainsail Financial Group, LLC
Commonwealth Financial Network
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
Disclosures
Please visit the SEC profile of Adam Laibson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mainsail Financial Group
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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