Company Information

Get to know Elite Resource Team

Founded by Ken Smith, Elite Resource Team positions itself as a strategic partner for CPAs, financial advisors, and attorneys. The company's core mission is to equip these professionals with specialized, high-level tax reduction strategies and business advisory services for their high-net-worth clients. Rather than competing with them, Elite Resource Team acts as a back-office support system, providing the necessary expertise, tools, and case support to help advisors enhance their value proposition, increase revenue, and improve client retention.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Elite Resource Team

United States

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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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.