Company Information

Get to know premier planning group

The Premier Planning Group is a wealth management and financial planning firm that has been a member of Lincoln Financial Advisors (LFA) since 1999. The firm operates as a "doing business as" (d/b/a) name for its principal advisors who are registered representatives of Lincoln Financial Advisors Corp. They serve individuals, families, and business owners, offering personalized financial strategies that cover retirement planning, wealth management, estate planning, and insurance services to help clients achieve their long-term financial goals.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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premier planning group

United States

Founded in

2002 (24 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.