George
San Miguel
Mainsail Financial Group
Answer a few questions and
get matched with an advisor.
About this Advisor
George San Miguel is a financial advisor based out of Bellevue, Washington, with 1 year of industry experience. San Miguel is currently employed by Mainsail Financial Group. Over the course of their career, San Miguel has held roles at Fidelity Investments LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, Wells Fargo Advisors Financial Network, LLC, Unemployed/ Homemaking, Commonwealth Financial Network and Mainsail Financial Group. San Miguel has Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to advise clients in Texas and Washington. Mainsail Financial Group is a registered investment firm that has its headquarters in Bellevue, WA. It controls $114 million in total assets between its 600 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm serves one charities and foundations. Of its 600 customer accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets available to invest. Mainsail Financial Group offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees typically are based on the type of services offered. Fees billed by Mainsail Financial Group likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Mainsail Financial Group Brokerage Details
$113,599,762
7
600
$189,333
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
George San Miguel Work History
George has been registered as a financial advisor for 1 years.*
Commonwealth Financial Network
Mainsail Financial Group
Wells Fargo Advisors Financial Network, LLC
Unemployed/ Homemaking
Charles Schwab & Co., Inc
Charles Schwab Bank
Fidelity Investments LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of George San Miguel 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
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
