Company Information

Get to know financial advisor network

Financial Advisor Network is the public-facing brand (DBA) of The Patriot Financial Group, a Registered Investment Adviser (RIA). The company's primary mission is to simplify the process of finding a qualified financial advisor. They operate a network of advisors across the United States and provide a matching service that connects potential clients with a local professional who fits their specific financial needs, offering an initial complimentary meeting to establish a fit. The service covers various aspects of financial planning, including retirement, investment management, and wealth management.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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financial advisor network

United States

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

Others

--/10

Reviews

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Provided by TrustFinance

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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)

Security Information :

Company hasn't provided information.

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.