Company Information

Get to know 360 Wealth & Benefits

360 Wealth and Benefits is an independent financial services firm dedicated to offering a holistic, "360-degree" view of its clients' financial lives. The company provides a suite of services including wealth management, financial planning for individuals, and strategic employee benefits and business planning for companies. Their mission is to deliver clarity, confidence, and capability through personalized advice and solutions, helping clients navigate both their personal and business financial needs. The firm's advisors are affiliated with Cambridge Investment Research, Inc. to offer securities and advisory services.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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360 Wealth & Benefits

United States

Founded in

2018 (8 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.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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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.