Company Information

Get to know Advocate Capital Advisors

Advocate Capital Advisors is a wealth management firm based in Franklin, Tennessee. The firm operates as an independent branch of LPL Financial, one of the largest independent broker-dealers in the United States. This affiliation allows them to provide objective, independent financial guidance while leveraging the robust resources, technology, and research of a major national financial services company. They specialize in creating comprehensive, tailored financial plans for individuals, families, and business owners, focusing on areas such as retirement planning, investment management, and holistic wealth strategies.

Industry

Financial Wealth ManagementPRIMARY
Financial Financial Advisement
Financial Other Service

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Advocate Capital Advisors

United States

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

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.