Company Information

Get to know sagemark consulting, private wealth services

Sagemark Consulting is a preeminent group of financial planners affiliated with Lincoln Financial Advisors Corporation. It operates as a specialized brand focusing on the complex financial needs of affluent clients, including business owners, executives, and professionals. Their mission is to provide sophisticated, client-centric financial planning, encompassing estate planning, investment management, business succession planning, and retirement strategies, leveraging the resources and history of their parent company, Lincoln Financial Group.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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sagemark consulting, private wealth services

United States

Founded in

2001 (25 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 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.