Company Information

Get to know The Legend Group, Lakewood

Founded in 1965, The Legend Group has a long history of providing personalized financial planning and investment advisory services. The firm has a particular focus on the 403(b) retirement plan market, serving educators, healthcare professionals, and other non-profit employees. In 2016, The Legend Group was acquired by Lincoln Investment, a full-service broker-dealer and registered investment adviser. The company operates under the mission of helping clients achieve their financial goals through comprehensive planning, a wide range of investment products, and dedicated professional guidance.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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The Legend Group, Lakewood

United States

Founded in

2001 (25 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

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.