Company Information

Get to know AE Financial Group.

Founded in 2005 by David Callanan, Derek Thompson, and Cody Foster, Advisors Excel is a national Field Marketing Organization (FMO) dedicated to the independent financial professional. The company's mission is to provide an integrated and comprehensive platform of products, services, and back-office support that helps financial advisors grow their businesses and better serve their clients, particularly in the retirement planning space. Advisors Excel offers access to a wide range of annuity and life insurance products, advanced marketing and lead generation systems, and business coaching. The group includes affiliated companies such as AE Wealth Management, an SEC-registered investment adviser (RIA), and AE Tax, which provide a holistic suite of financial services through their network of advisors.

Industry

Financial Other ServicePRIMARY
Financial Insurance
Financial Wealth Management

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AE Financial Group.

Mexico

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

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.