First Allied Securities, Inc. (Financial Services, Wealth Management) — Funding, Investors & Signals 2026

First Allied Securities, Inc.

Founded 1994

San Diego, United States 245 employees Private Equity Financial Services, Wealth Management

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.

Funding Stage	Amount	Investors	Lead Investors	Date
Private Equity Round	••••••	1		29 Jan 2010

Funding Stage

Amount

Investors

Lead Investors

Date

Private Equity Round

••••••

29 Jan 2010

FAQ About First Allied Securities, Inc.

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. The firm is a leader in developing meaningful partnerships with business owners who seek to help their clients reach their financial goals, and h...

First Allied Securities, Inc. was founded in 1994.

First Allied Securities, Inc. is headquartered in San Diego, United States.

First Allied Securities, Inc. operates in the following industries: Financial Services, Wealth Management.

First Allied Securities, Inc. has approximately 245 employees.

First Allied Securities, Inc. has completed 1 funding round. The latest funding stage is Private Equity.

Top alternatives and competitors to First Allied Securities, Inc. include Prime Financial Strategies, AlphaTrust Advisors, Transamerica Financial Advisors, Inc., Quintus Investment Counsel, Osaic. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.

First Allied Securities, Inc. and Prime Financial Strategies are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

First Allied Securities, Inc.

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