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United States
1983 (43 Years)
Last online: No recent activity
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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.
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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.
Get to know mcgee wealth management
Company Information
Get to know mcgee wealth management
Founded by Judith McGee, McGee Wealth Management, Inc. is an independent advisory firm located in Portland, Oregon. The firm operates with a mission to help clients achieve "A Life Well Lived" through personalized financial planning and disciplined investment management. They offer a wide range of services including retirement planning, estate planning, investment management, and insurance solutions. While independent, the firm is affiliated with Raymond James Financial Services, Inc., leveraging its resources, technology, and research to serve its clients. The team emphasizes a client-centric, multigenerational approach to wealth management.
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