Felicia
Fly
Mainsail Financial Group
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About this Advisor
Felicia Fly is a financial advisor based in Bellevue, Washington, working with Mainsail Financial Group. Felicia has previously held positions at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Aspen Personnel, Wells Fargo Bank N.A, Cetera Advisor Networks LLC, Cascade Guided Wealth, Wells Fargo Clearingservices, LLC, Cetera Investment Advisors LLC, Fls Financial Group, LLC, and Mainsail Financial Group. Felicia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alaska, Arizona, California, New Hampshire, Texas, and Washington. Currently, Felicia 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
Felicia Fly Work History
Mainsail Financial Group
Cetera Investment Advisors LLC
Fls Financial Group, LLC
Wells Fargo Bank N.A
Wells Fargo Clearing Services, LLC
Cetera Advisor Networks LLC
Cascade Guided Wealth
Wells Fargo Clearing Services, LLC
Wells Fargo Clearingservices, LLC
Wells Fargo Bank, Na
Wells Fargo Bank N.A
Wells Fargo Bank, Na
Aspen Personnel
Disclosures
Please visit the SEC profile of Felicia Fly 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
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