Company Information

Get to know The Advisor Group

The Advisor Group, Inc. was a leading network of independent broker-dealers in the United States, providing comprehensive wealth management solutions, technology, and back-office support to over 11,000 independent financial advisors. Historically, it operated through several distinct firms, including FSC Securities, Royal Alliance, SagePoint Financial, and Woodbury Financial. In June 2023, the company announced a major rebranding initiative, unifying all its subsidiary firms under a single new brand, Osaic. The company's mission is to empower financial professionals with the freedom, resources, and support they need to best serve their clients and build their businesses.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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The Advisor Group

United States

Founded in

1997 (29 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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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.