First Allied Advisory Services, Inc.
First Allied Advisory Services, Inc. (CRD# 137888) is a financial advisory firm headquartered in San Diego, CA. They manage $7,000,337,585 in 29,608 accounts and serve the financial needs of clients across 52 states (or territories).
Current Firm Details
First Allied Advisory Services, Inc.
By the Numbers
-
Total Assets Under Management7,000MILLION
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Total Number of Accounts29,608ACCOUNTS
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Average Account Value$236,434
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Financial Advisors at First Allied Advisory Services, Inc.
No Advisor Found.
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