Company Information

Get to know golden wealth management

Golden Wealth Management is an independent financial services firm based in Peabody, Massachusetts. Founded by David Golden, the company focuses on providing personalized financial strategies for individuals, families, and business owners. Their mission is to thoroughly understand each client's unique needs and long-term goals to develop, implement, and monitor a tailored financial plan. They operate as an independent firm, utilizing the brokerage, investment advisory, and support services of LPL Financial, a major independent broker-dealer in the United States.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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golden wealth management

Portugal

Founded in

2000 (26 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 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.