Company Information

Get to know McCloskey Financial Group

Founded in 2002, McCloskey Financial Group is an independent financial services firm based in Houston, Texas. The company's mission is to help clients build, manage, and preserve their wealth through personalized, long-term relationships. They provide a comprehensive suite of services including investment management, retirement planning, and estate planning. As an independent firm, they emphasize their ability to offer objective advice. Securities and advisory services are offered through their affiliation with LPL Financial, a registered investment advisor and member of FINRA/SIPC.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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McCloskey Financial Group

United States

Founded in

1969 (57 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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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.