First Allied Securities

Overview

First Allied Securities is a full-service, independent broker-dealer headquartered in San Diego, California. The firm offers a comprehensive range of financial services, including investment management, wealth advisory, insurance, and pension services. As a member of Cetera Financial Group, First Allied provides independent financial advisors with access to a wide array of products and services, enabling them to offer personalized solutions to their clients. The firm's investment strategy encompasses various asset classes, such as fixed income, hedge funds, private equity, real estate, and venture capital. First Allied Securities engages in investments across multiple stages, including seed, early stage, series A and B, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. This diverse approach allows the firm to cater to a broad spectrum of investment opportunities and client needs. With a nationwide presence, First Allied Securities focuses its investments primarily within the United States. The firm has a history of supporting companies across various industries, including technology, healthcare, real estate, financial services, consumer goods, energy, utilities, telecommunications, media, transportation, industrial goods, materials, consumer services, basic materials, and consumer non-durables. This extensive industry engagement reflects First Allied's commitment to fostering growth and innovation across the economy.