Company Information

Get to know Wealth Management Group of Georgia & Associates

Founded in 2004 by Todd D. Salter, Wealth Management Group of Georgia, LLC is an independent financial services firm dedicated to providing personalized financial strategies. The company focuses on helping clients manage their wealth, plan for retirement, and create lasting financial legacies. They operate as a "doing business as" (DBA) entity, with their advisors offering securities and advisory services through LPL Financial, a major registered investment advisor. Their approach emphasizes objective, client-first advice across services including investment management, retirement income planning, estate planning, and insurance.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Wealth Management Group of Georgia & Associates

United States

Founded in

2016 (10 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.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 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.