Adam Laibson (CRD# 4569804) is an Investment Advisor Representative working at Mainsail Financial Group in Bellevue, WA and has over 21 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mainsail Financial Group, LLC | Bellevue, WA | Dec 2021 - Current | 2 |
| Commonwealth Financial Network | Waltham, MA | Feb 2019 - Apr 2022 | 3 |
| Mml Investors Services, LLC | Bellevue, WA | Mar 2017 - Feb 2019 | 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Feb 2019 | 2 |
| Metlife Securities Inc. | Bellevue, WA | Nov 2011 - Mar 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
- TX
- WA
-
Total Assets Under Management192MILLIONS
-
Total Number of Accounts698ACCOUNTS
-
Average Account Value$274,464
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, NH, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.