Company Information

Get to know Pacific Excel Wealth Advisors

Pacific Excel Wealth Advisors, Inc. is a fiduciary financial advisory firm dedicated to helping clients achieve their financial goals through personalized, long-term strategies. The firm specializes in comprehensive wealth management, which includes retirement planning, investment management, tax strategies, and estate planning. Their mission is to provide objective, expert guidance and build lasting relationships based on trust and a deep understanding of each client's unique financial situation. As a Registered Investment Adviser, they are legally bound to act in their clients' best interests.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Pacific Excel Wealth Advisors

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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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.