Company Information

Get to know AFS Financial - 252.265.3000

Founded in 2004, AFS Financial is an independent financial services firm headquartered in Greenville, North Carolina. The company's mission is to provide personalized financial strategies to help individuals and families with retirement planning, investment management, tax management, estate conservation, and risk management through insurance and annuity products. They emphasize a client-centric approach, operating independently to offer tailored advice. Securities and advisory services are offered through their affiliation with Cambridge Investment Research, Inc., a registered broker-dealer and investment adviser.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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AFS Financial - 252.265.3000

Name: AFS Financial - 252.265.3000
Address: 3040 S. Evans Street, Suite 100, Greenville, NC 27834, USA., US
Telephone: 252.265.3000

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.

Regulated

Recommended

(78 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

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.