Company Information

Get to know The Todd Organization

Founded over 60 years ago, The Todd Organization is a national leader in executive benefits and Bank-Owned Life Insurance (BOLI). The firm provides custom-designed solutions to help organizations attract, retain, and reward their key executives and directors. Their services encompass nonqualified deferred compensation plans, supplemental executive retirement plans (SERPs), and financing strategies using corporate- and bank-owned life insurance. As a member of M Financial Group, they leverage a collective of premier independent financial services firms to provide proprietary products and services to their high-net-worth and corporate clients.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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The Todd Organization

United States

Founded in

1957 (69 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

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.