Company Information

Get to know Your Family Banker of Lexington, Kentucky

Your Family Banker, founded by Scott Zerkle, is a financial advisory and wealth management practice operating as a "Doing Business As" (DBA) name. The firm's mission is to teach families and business owners how to achieve their financial goals by implementing the Infinite Banking Concept®, which utilizes specially designed, dividend-paying whole life insurance policies as a personal banking system. They provide education and guidance on creating private family banks to manage debt, fund major purchases, save for retirement, and build multi-generational wealth outside of traditional Wall Street institutions.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Your Family Banker of Lexington, Kentucky

United States

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 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.