Mainland Financial (CRD# 119667) is a financial advisory firm headquartered in Valencia, CA. They manage $21,293,488 in 49 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts49ACCOUNTS
Average Account Value$434,561
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Mainland (CRD# 2607917) is an Investment Advisor Representative working at Mainland Financial in Valencia, CA and has over 22 years of experience in the finance industry. Michael Mainland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.