Company Information

Get to know WMGNA,LLC

WMGNA, LLC, also known as Wealth Management Group of North America, is an independent financial advisory and wealth management firm. Its stated mission is to provide clients with holistic financial management and guidance to help them achieve their financial goals. The firm's services encompass investment management, retirement strategies, estate conservation, and insurance products. According to public disclosures, its advisors are registered representatives of Cambridge Investment Research, Inc., a registered broker-dealer and investment adviser.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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WMGNA,LLC

United States

Founded in

1995 (31 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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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.