Company Information

Get to know 529 Expert, LLC

Founded by college savings industry expert Paul Curley, 529 Expert, LLC is a specialized consulting firm that provides strategic guidance to financial institutions. Its mission is to help asset managers, state governments, and broker-dealers to build, manage, and refine their 529 and ABLE savings plan products. The firm focuses on business-to-business (B2B) services, offering expertise in product development, market analysis, and distribution strategies rather than advising individual consumers.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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529 Expert, LLC

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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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.