Company Information

Get to know Legacy Advisor Network

Legacy Advisor Network is a "Super-OSJ" (Office of Supervisory Jurisdiction) affiliated with LPL Financial. The company's mission is to empower independent financial advisors by providing them with the essential infrastructure to run their businesses effectively. This includes comprehensive back-office support, access to top-tier technology and wealth management platforms, and robust compliance oversight. By handling these operational aspects, Legacy Advisor Network allows advisors to focus on serving their clients and growing their practices. The firm is legally registered as Foundations Financial Partners, LLC.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Legacy Advisor Network

United States

Founded in

1913 (113 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)

Security Information :

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Security Information

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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.