MainBridge Wealth- Financial Advisor Vienna, VA

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About MainBridge Wealth

Our team appreciates the challenges you are up against and is here to help you get ready for the future you have always envisioned. With our extensive experience, we offer a roadmap of solutions tailored to address your financial needs at every life stage.We believe that an educated client is an empowered one. Explore our Resource Center to gain the insights and tools you need to take control of your financial future. At MainBridge Wealth, we are here to support your journey to financial independence, one informed decision at a time.

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General Information

No. of Employees

Firm CRD#

8733

Advisory Services Provided

Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Tax Advice and Services, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, RICP^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Long Term Care, Variable Annuity, Annuity, Health, Life

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

Disclaimer

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA & SIPC, and an affiliate of LPL Financial.

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Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPLE and LPL Financial are not affiliated with Prudential or the Greater Florida Financial Group.

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Paladin Advisors

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Paladin Research Report For:

MainBridge Wealth