Company Information

Get to know Kaldes Financial, LLC

Kaldes Financial, LLC is an independent, fee-only wealth management firm registered as an Investment Adviser and based in Dallas, Texas. The firm specializes in providing objective, comprehensive financial planning and tailored investment management solutions. As a fee-only firm, its compensation comes directly from clients, not from commissions on financial products, which is intended to align the firm's interests with those of its clients and ensure unbiased advice.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Kaldes Financial, LLC

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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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.