Company Information

Get to know Florida Veterinary Advisors

Florida Veterinary Advisors is a specialized financial advisory firm registered with the SEC, focusing exclusively on the financial needs of veterinarians. Operating as a fiduciary and on a fee-only basis, the firm provides comprehensive financial planning and wealth management services. Their mission is to help veterinary professionals navigate unique financial challenges, such as managing significant student loan debt, planning for practice ownership, and preparing for retirement, ensuring their financial decisions are always in their best interest.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Florida Veterinary Advisors

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

FSCA

FSC

ASIC

Security Information

Warning

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.