First Allied Securities Email Format

Financial ServicesCalifornia, United States201-500 Employees

First Allied Securities is a San Diego-based financial services firm that supports independent financial advisors by offering a comprehensive platform designed to help them grow their businesses. Its model centers on partnerships with business owners to assist clients in reaching financial goals, leveraging a long-standing presence in the industry spanning more than three decades. The company provides securities through First Allied Securities, Inc., a registered broker-dealer, and advisory services through First Allied Advisory Services, Inc., positioning itself within the independent retail broker-dealer segment of the financial services sector. While rooted in an exclusive business development framework, the organization operates under the Cetera Financial Group network, situating it among larger consolidations and networks of independent advisory and brokerage firms. The firm is based in San Diego, California, and serves a range of independent financial advisors nationwide. A recent personnel change noted in industry coverage involved leadership transitions at the president and CEO level in 2020. } } }

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