Company Information

Get to know United Wealth Management, LLC - Baton Rouge

Founded in 2014, United Wealth Management, LLC is an independent, fee-only Registered Investment Adviser (RIA) firm. The company provides comprehensive financial planning, investment management, and retirement plan consulting services. Operating under a fiduciary standard, their mission is to deliver objective, conflict-free financial advice tailored to their clients' individual goals. The firm emphasizes a team-based approach, utilizing the expertise of its CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals to serve individuals, families, and businesses.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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United Wealth Management, LLC - Baton Rouge

United States

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(74 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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.