Company Information

Get to know Palmetto Financial Group

Palmetto Financial Group is an independent financial advisory firm based in South Carolina. The company specializes in creating personalized financial strategies for its clients, focusing on key areas such as retirement planning, investment management, wealth preservation, and insurance services. They operate as an affiliate of LPL Financial, which serves as their registered investment advisor and broker-dealer, providing the regulatory framework, technology, and research to support their client services. The firm's mission is to build long-term relationships by helping clients prepare for their financial future with tailored guidance and a comprehensive approach to wealth management.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Palmetto Financial Group

United States

Founded in

2018 (8 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.

Markets.com

(326 reviews)

United States

2008

(18 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.