Company Information

Get to know Life Plan Investments LLC

Founded in 2005, Life Plan Investments LLC is an independent Registered Investment Adviser (RIA) firm dedicated to providing comprehensive financial planning and investment management services. As a fee-only fiduciary, the company is legally and ethically bound to act in the best interests of its clients, avoiding conflicts of interest associated with commission-based sales. They serve individuals, families, and business owners by creating personalized financial strategies to help them achieve their long-term goals, from retirement planning to wealth accumulation and preservation.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Life Plan Investments LLC

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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.