Company Information

Get to know financial planning office

Founded in 2010, The Financial Planning Office, LLC is an independent financial services firm based in Melbourne, Florida. The company's mission is to provide objective, personalized financial guidance to help clients manage their wealth and achieve their long-term goals. They offer a comprehensive suite of services including wealth management, retirement planning, and insurance solutions, operating with a client-first philosophy. The firm is affiliated with LPL Financial, which serves as its broker-dealer, providing access to a wide range of financial products and technology.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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financial planning office

United States

Founded in

1994 (32 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

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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.