Joshua Eugene william Moore
Investment adviser representative at Mainsail Financial Group
12 yearsExperience
6 statesRegistered in
$403.9MFirm assets
4 yearsFirm in business
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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
12 years in the industry.
- Mainsail Financial Group, LLCFeb 2025 to now
- Edward JonesJul 2021 to now
- SightlifeDec 2014 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7399790
- Firm CRD
- 317970