Company Information

Get to know HoganTaylor Wealth

HoganTaylor Wealth is the wealth management practice of HoganTaylor LLP, a major business advisory and public accounting firm in the Oklahoma/Arkansas region. Operating under the legal name HoganTaylor Capital, LLC, the firm functions as a fee-only Registered Investment Adviser, upholding a fiduciary standard to act in their clients' best interests. They offer a holistic approach by integrating financial planning, investment management, tax planning, and risk management to assist individuals, families, and business owners in achieving their long-term financial objectives.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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HoganTaylor Wealth

United States

Founded in

2002 (24 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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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.