First Allied Securities, Inc.

General Information
Company Name
First Allied Securities, Inc.
Founded Year
1994
Location (Offices)
San Diego, United States
Founders / Decision Makers
Number of Employees
245
Industries
Financial Services, Wealth Management
Funding Stage
Private Equity
Social Media

First Allied Securities, Inc. - Company Profile

First Allied Securities, Inc., based in San Diego, is a leading firm for independent financial advisors in the United States. With over three decades of experience, they have established themselves as a trusted partner for business owners looking to help their clients achieve their financial goals. The company offers a comprehensive business development platform for entrepreneurial financial advisors, positioning themselves at the forefront of the industry. Their strong track record and commitment to growth have attracted the attention of Lovell Minnick Partners, who participated in a Private Equity Round investment in the company on 29 January 2010. As a part of Cetera Financial Group®, a prominent network of independent retail broker-dealers, First Allied Securities, Inc. offers securities through their registered broker-dealer, First Allied Securities, Inc., and advisory services through First Allied Advisory Services, Inc. For more information, visit their website at www.firstallied.com.

Taxonomy: financial advisory, business development, entrepreneurial, investment, broker-dealer, advisory services, client-focused, comprehensive platform, registered investment adviser, securities, partnerships, industry leader

Funding Rounds & Investors of First Allied Securities, Inc. (1)

View All
Funding Stage Amount No. Investors Investors Date
Private Equity Round Unknown 1 29 Jan 2010

Latest News of First Allied Securities, Inc.

View All

No recent news or press coverage available for First Allied Securities, Inc..

Similar Companies to First Allied Securities, Inc.

View All
Prime Financial Strategies - Similar company to First Allied Securities, Inc.
Prime Financial Strategies Your Family Financial Firm
AlphaTrust Advisors - Similar company to First Allied Securities, Inc.
AlphaTrust Advisors Financial & Tax Professionals
Transamerica Financial Advisors, Inc. - Similar company to First Allied Securities, Inc.
Transamerica Financial Advisors, Inc. TFA’s mission is to enhance the present and future economic well-being of its clients and Representatives.
Quintus Investment Counsel - Similar company to First Allied Securities, Inc.
Quintus Investment Counsel Planning Well • Investing Well • Living Well
Osaic - Similar company to First Allied Securities, Inc.
Osaic Empowering you to thrive