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Get to know Owen Legacy Group a member of D.A. Davidson & Co.

The Owen Legacy Group operates as a dedicated team of financial advisors under the umbrella of D.A. Davidson & Co., a full-service investment firm founded in 1935. The group focuses on creating long-term, multi-generational financial strategies for its clients, encompassing wealth and retirement planning, investment management, risk management, and legacy planning. By leveraging the extensive resources and research capabilities of the parent company, D.A. Davidson, the Owen Legacy Group aims to deliver personalized and sophisticated wealth management solutions tailored to the unique goals of each client.

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Owen Legacy Group a member of D.A. Davidson & Co.

United States

Founded in

1983 (43 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.