Company Information

Get to know legacy wealth partners

Legacy Wealth Partners is an independent wealth management firm based in California that provides holistic financial planning and investment management services. Their mission is to help clients build, manage, and preserve their wealth through a personalized, team-based approach. The firm specializes in areas such as retirement planning, estate planning, investment strategies, insurance, and business succession planning. While operating as an independent entity, Legacy Wealth Partners is affiliated with Lincoln Financial Advisors Corp., a registered investment adviser and broker-dealer, which provides regulatory oversight and access to a broader range of financial products and resources.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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legacy wealth partners

United States

Founded in

2001 (25 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 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.