Bradley
Anderson
Mainsail Financial Group
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About this Advisor
Bradley Anderson is a financial advisor based in Bellevue, Washington, working with Mainsail Financial Group. Bradley has previously held positions at Symetra Life, Symetra Securities, Inc, Symetra Life Insurance Company, Mercer Global Advisors Inc, Mainsail Financial, and Mainsail Financial Group, LLC. Bradley has passed the Series 63 regulatory exam and is registered to provide services in Alaska, Arizona, California, New Hampshire, Texas, and Washington. Currently, Bradley 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
Services Offered
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
Bradley Anderson Work History
Mainsail Financial
Mainsail Financial Group, LLC
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Symetra Life Insurance Company
Symetra Securities, Inc
Symetra Life
Disclosures
Please visit the SEC profile of Bradley Anderson 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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