Company Information

Get to know The 401(k) Doctor

The 401(k) Doctor® is the brand name for the retirement plan division of Charlson Braber McCabe & Associates, a registered investment advisor. Founded by Charlie Epstein, the firm specializes in providing fiduciary guidance and behavioral finance-based education for 401(k) and other qualified retirement plans. Their mission is to help business owners select the most suitable retirement plan and to improve employee participation and outcomes through education and ongoing plan management. Securities are offered through LPL Financial.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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The 401(k) Doctor

United States

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.