Company Information

Get to know the legacy planning group

Founded in 1999, The Legacy Planning Group, LLC is an independent financial services firm that provides personalized strategies for a wide range of financial needs. The company operates on a team-based approach, focusing on building long-term client relationships to help with retirement planning, investment management, estate conservation, and insurance services. As an independent firm, they are affiliated with LPL Financial for brokerage and investment advisory services, allowing them to offer a broad array of financial products and advice without being tied to proprietary offerings.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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the legacy planning group

United States

Founded in

2005 (21 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.