Directory of Professional Retirement Planners
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VERIFIED
Vienna, VA 22182
703-245-5049
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
Firm Start Year
No. of Employees
5-9
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
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
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
RetirementPlanning.net provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
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.
Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
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.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.