Company Information

Get to know legacy planning advisors, llc. - atlanta

Founded in 2004, Legacy Planning Advisors, LLC is a Registered Investment Adviser (RIA) that operates as a fiduciary, committed to acting in their clients' best interests. The firm provides integrated wealth management services, including personalized financial planning, investment management, retirement planning, and estate planning strategies. Their mission is to help clients simplify their complex financial lives and achieve their long-term goals through a disciplined, client-centric approach.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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legacy planning advisors, llc. - atlanta

United States

Founded in

1990 (36 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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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.