Company Information

Get to know O'Leary Financial Planning

O'Leary Financial Planning is an independent advisory firm dedicated to providing personalized financial guidance to individuals and families. The firm focuses on developing holistic financial plans that cover retirement planning, investment management, and other long-term financial goals. By operating independently, they aim to offer objective advice and strategies tailored to each client's unique circumstances. The firm provides its securities and advisory services through its affiliation with LPL Financial, a major registered investment advisor and broker-dealer.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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O'Leary Financial Planning

Ireland

Founded in

2000 (26 Years)

Founded

Last online: No recent activity

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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.

FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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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.