Felicia Kathryn Fly
Investment adviser representative at Mainsail Financial Group
10 yearsExperience
6 statesRegistered in
$403.9MFirm assets
4 yearsFirm in business
Are you Felicia Kathryn Fly? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Mainsail Financial GroupFeb 2024 to now
- Fls Financial Group, LLCSep 2023 to Dec 2023
- Cetera Investment Advisors LLCApr 2023 to Feb 2024
- Cascade Guided WealthAug 2021 to Aug 2023
- Cetera Advisor Networks LLCAug 2021 to Apr 2023
- Wells Fargo Bank N.A.Apr 2021 to Aug 2021
- Wells Fargo Clearing Services, LLCMay 2018 to Aug 2021
- Wells Fargo Clearingservices, LLCMay 2018 to Apr 2021
- Wells Fargo Bank N.AMay 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 6 states (AK, CA, NH, OR, TX, WA).
Mainsail Financial Group
Legal name: Mainsail Financial Group, LLC
$403.9MAssets managed
426Clients
6Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6908091
- Firm CRD
- 317970