Company Information

Get to know Legacy Planning Partners

Legacy Planning Partners is an independent financial advisory firm that offers a full suite of services, including financial planning, investment management, retirement planning, and estate planning. Affiliated with LPL Financial for brokerage and advisory services, the firm emphasizes a client-centric approach, working closely with individuals, families, and business owners to design and implement strategies for long-term financial goals. Their process involves discovering client needs, designing a tailored plan, deploying the strategy, and providing ongoing monitoring and support.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Legacy Planning Partners

United States

Founded in

1999 (27 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 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.