Company Information

Get to know Kings Road Wealth Management

Kings Road Wealth Management is a fee-only Registered Investment Advisor (RIA) founded by Scott K. Lavelle. The firm focuses on delivering sophisticated, easy-to-understand financial guidance and is committed to being independent and objective. Its mission is to help clients, primarily successful families and business owners, achieve their financial goals through comprehensive strategic planning and investment management services.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Kings Road Wealth Management

Australia

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.