First Allied Securities
Financial Services • 
San Diego, California, United States • 201-500 Employees
Company overview
| Headquarters | 655 West Broadway, 12th Floor, San Diego, CA 92101, US |
| Phone number | +18884062444 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Insurance Services, Business Growth, Succession Planning, Wealth Management, Asset Management, Business Consulting, Retirement Services, Business Acquisition, Continuity Planning, Advisory Solutions, Certified Wealth Strategist Designation |
| Founded | 1994 |
| Employees | 201-500 |
| Socials |
Key Contacts at First Allied Securities
Summer Arnold
Managing Director, Service & Operations
Liza Marquardt
Managing Director, Fixed Income Trading
Kevin Fox
Director
Keith Gregg
Chief Executive Officer & President
Steve Katcher
Regional Director
Linda Hamilton
Owner/Financial Planner
Dennis Thurman
Owner
Dave Ford
Owner
First Allied Securities Email Formats
First Allied Securities uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@firstallied.com), used 76.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@firstallied.com | 82.4% |
{first name}{last name} | johndoe@firstallied.com | 17.7% |
About First Allied Securities
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 have been doing so for over three decades. First Allied's exclusive business development platform has been expertly constructed to provide entrepreneurial financial advisors with one of the most comprehensive platforms for growth in the industry. First Allied is part of Cetera Financial Group®, a leading network of independent retail broker-dealers. First Allied offers securities through First Allied Securities, Inc., a registered broker-dealer, member FINRA/SIPC. Advisory services are offered through First Allied Advisory Services, Inc., a registered investment adviser. For more information, please visit www.firstallied.com. First Allied Securities, Inc. - Member FINRA (www.finra.org) and SIPC (www.sipc.org) All third-party posts are the responsibility of their respective authors.
First Allied Securities revenue & valuation
| Annual revenue | $74,200,000 |
| Revenue per employee | $315,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $237,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
First Allied Securities has 129 employees across 11 departments.
Departments
Number of employees
First Allied Securities Tech Stack
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