Company Information

Get to know AdvisorConnect

AdvisorConnect, a service of ePersonalFinance, operates as a premier online platform dedicated to matching consumers with suitable financial advisors in their area. The company's mission is to simplify the process of finding professional financial help for needs such as retirement planning, investment management, and wealth management. It functions as a lead generation and referral service for financial professionals, providing them with qualified prospects while offering a free, no-obligation matching service to the public.

Industry

Financial Other ServicePRIMARY
Financial Insurance
Technology Software Development

Contact

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AdvisorConnect

United States

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

Others

--/10

Reviews

--/90

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Provided by TrustFinance

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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.

Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

FSCA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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.