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Get to know LifePlan Financial Group, Inc. is now McKinley Carter Wealth Services

McKinley Carter Wealth Services is a Registered Investment Adviser (RIA) offering a wide range of financial services to individuals, families, businesses, and institutions. The firm's core offerings include personalized wealth management, financial planning, investment portfolio management, retirement plan consulting, and family office services. The company emphasizes a client-centric, long-term approach to financial well-being. The current firm is the result of a 2014 merger between McKinley Carter and LifePlan Financial Group, Inc., combining their expertise and client bases.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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LifePlan Financial Group, Inc. is now McKinley Carter Wealth Services

United States

Founded in

1989 (37 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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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.