Company Information

Get to know Financial Planning and Management Center, Inc.

Founded in 1986, Financial Planning and Management Center, Inc. is an SEC-registered investment advisory firm based in Anchorage, Alaska. The company operates on a fee-only basis, meaning it is compensated solely by its clients and does not receive commissions for selling financial products. It provides comprehensive financial planning and investment management services, acting as a fiduciary to its clients by placing their interests first. Their approach is holistic, aiming to help clients manage their financial resources effectively to meet long-term personal and financial objectives.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Financial Planning and Management Center, Inc.

United States

Founded in

1978 (48 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

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.