Company Information

Get to know Budget Your MD

Budget Your MD is a US-based Registered Investment Adviser that provides comprehensive financial planning and advisory services tailored to the unique needs of physicians, residents, and medical students. Founded by Dr. David T. H. Pham, MD, the company's mission is to empower medical professionals to take control of their finances by offering specialized guidance on student loan debt management, investing, retirement planning, and contract review. Their services are designed to address the specific career and financial trajectories of doctors, from training through to retirement.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Budget Your MD

Canada

Founded in

2022 (4 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.