Company Information

Get to know Succession Resource Group

Founded in 2010, Succession Resource Group (SRG) is a consulting firm dedicated to serving the financial services industry. The company specializes in helping financial advisors and firms navigate the complexities of business transitions. Their core services include certified business valuations, merger and acquisition (M&A) advisory, and strategic consulting to help advisors protect, grow, and eventually transition their practices. SRG aims to provide comprehensive, data-driven solutions to ensure a smooth and profitable succession process for their clients.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Succession Resource Group

United States

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 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.