About My Firm

Experienced, reputable financial management.

Because First Allied Securities is an independent firm, I have no obligation to sell proprietary products or services, so I can be openly selective in offering only those investment products and services that I believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. I offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service. By affiliating with First Allied Securities, Inc., an independent broker/dealer, we have access to the tools, regulatory guidance and resources to best serve your unique financial needs.

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.  As of December 31, 2016, First Allied had approximately $28 billion in assets under administration and 790 affiliated financial advisors.

At First Allied Securities we understand that each client’s financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it’s saving for your children’s college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life.

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Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Advisor.    
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation.
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