First Allied Securities

Specialties

Independent financial advisors enjoy the freedom to shape their business and make decisions based solely on each client’s specific needs. They have the autonomy to offer clients the most suitable options to achieve their financial goals without being constrained by cookie-​cutter products or corporate agendas. It’s this independent and objective approach that builds trust in a client relationship and allows you to be confident that the strategies employed to help you reach your goals are recommended without bias.

History

Established in 1994.

Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses. Our exclusive business development platform has been expertly constructed to provide entrepreneurial advisors with the industry’s most comprehensive platform for growth. First Allied is a member of Cetera Financial Group, RCS Capital Corporation’s (NYSE: RCAP) retail investment advice platform. As of December 31, 2013, First Allied had approximately $ 27 billion in assets under administration and 795 affiliated financial advisors. First Allied Securities is part of First Allied Holdings, which also includes The Legend Group, a specialized provider of investment and retirement solutions to the not-​for-​profit space, including 403(b) accounts.