Company Information

Get to know Lucas (Lucky) Maillard - Conseiller patrimonial

Lucas Maillard operates as an independent wealth management advisor ("Conseiller en Gestion de Patrimoine Indépendant") in France. His mission is to provide bespoke financial strategies to help clients manage, grow, and transfer their wealth. The services offered encompass a comprehensive approach to financial well-being, including financial investments, real estate advisory, tax optimization, retirement planning, and succession planning. He is a registered financial investment advisor (CIF), insurance broker, and intermediary in banking operations, regulated under the French authority ORIAS, ensuring compliance and professional standards.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Lucas (Lucky) Maillard - Conseiller patrimonial

France

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

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.