Company Information

Get to know The Financial Consulate, Inc

Founded in 1982, The Financial Consulate, Inc. is a Registered Investment Adviser (RIA) that operates on a fee-only basis, meaning it does not accept commissions for product sales. The firm's mission is to act as a "Personal CFO" for its clients, providing objective and holistic financial guidance. Their services encompass a wide range of financial needs, including investment management, retirement planning, tax strategies, estate planning, and insurance analysis, all integrated into a comprehensive financial plan.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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The Financial Consulate, Inc

United States

Founded in

1984 (42 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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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.