Company Information

Get to know Prestige Planning LLC

Prestige Planning, LLC is an independent financial services firm based in Denville, New Jersey. The company focuses on providing personalized, team-based financial planning and investment management services. Their mission is to help clients navigate complex financial decisions by offering tailored strategies in areas such as retirement planning, investment management, insurance, and overall wealth management. They are affiliated with LPL Financial, a registered investment advisor and broker-dealer, which provides them with back-office support, technology, and compliance services while allowing them to maintain their independence.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Prestige Planning LLC

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.