Samantha
Kennedy
Mainsail Financial Group
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About this Advisor
Samantha Kennedy is a financial advisor based in Bellevue, Washington, working with Mainsail Financial Group. Samantha has previously held positions at Pacific Lutheran University, Amazon, Cambridge Management, Richard Branchflower - Self Employed, Global View Capital Insurance, LTD, Global View Capital Management, LTD, Cambridge Management, Inc, Global View Capital Advisors, LTD, Mainsail Financial Group, and Commonwealth Financial Network. Samantha has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Texas and Washington. Currently, Samantha 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
Samantha Kennedy Work History
Mainsail Financial Group
Commonwealth Financial Network
Mainsail Financial Group
Commonwealth Financial Network
Cambridge Managment, Inc
Richard Branchflower - Self Employed
Global View Capital Insurance, LTD
Global View Capital Management, LTD
Global View Capital Advisors, LTD
Amazon
Cambridge Management
Pacific Lutheran University
Pacific Lutheran University
Disclosures
Please visit the SEC profile of Samantha Kennedy 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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