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Growing Independent Advisor Network First Allied Securities specializes in supporting independent financial advisors across the U.S., presenting opportunities to partner with advisors seeking a comprehensive growth platform and proprietary resources to enhance their service offerings.

Technology Adoption The company's utilization of advanced tech tools like Google Analytics, Google Tag Manager, and New Relic indicates a focus on digital engagement and client data insights, ideal for sales teams offering fintech solutions or digital marketing services tailored for financial firms.

Expansion & Leadership Changes Recent leadership changes, including the departure of the former CEO and the onboarding of executives from notable institutions like JP Morgan, suggest strategic shifts and growth initiatives, creating potential avenues for consulting, leadership development, or partnership opportunities.

Financial Stability With a revenue range of $250M to $500M and a sizable professional team, First Allied demonstrates strong financial health and scalability, making it a promising target for service providers in technology, compliance, and operational support sectors.

Industry Positioning As part of Cetera Financial Group and competing with similarly large firms, First Allied's market positioning offers opportunities for collaborative ventures in shared technology innovations, marketing strategies, or compliance solutions aimed at mutual growth.

Similar companies to First Allied Securities

First Allied Securities Tech Stack

First Allied Securities uses 8 technology products and services including AppNexus, Google Fonts API, Backbone.js, and more. Explore First Allied Securities's tech stack below.

  • AppNexus
    Advertising
  • Google Fonts API
    Font Scripts
  • Backbone.js
    Javascript Frameworks
  • RequireJS
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • New Relic
    Real User Monitoring
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

First Allied Securities's Email Address Formats

First Allied Securities uses at least 2 format(s):
First Allied Securities Email FormatsExamplePercentage
FLast@firstallied.comJDoe@firstallied.com
83%
First.Last@firstallied.comJohn.Doe@firstallied.com
7%
Last@firstallied.comDoe@firstallied.com
6%
F.Last@firstallied.comJ.Doe@firstallied.com
4%
FLast@1stallied.comJDoe@1stallied.com
92%
First.Last@1stallied.comJohn.Doe@1stallied.com
3%
LFirst@1stallied.comDJohn@1stallied.com
2%
First@1stallied.comJohn@1stallied.com
1%
Last@1stallied.comDoe@1stallied.com
2%

Frequently Asked Questions

Where is First Allied Securities's headquarters located?

Minus sign iconPlus sign iconFirst Allied Securities's main headquarters is located at 655 West Broadway, 12th Floor. The company has employees across 2 continents, including North AmericaEurope.

What is First Allied Securities's phone number?

Minus sign iconPlus sign icon You can contact First Allied Securities's main corporate office by phone at
+1-800-336-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is First Allied Securities's official website and social media links?

Minus sign iconPlus sign iconFirst Allied Securities's official website is firstallied.com and has social profiles on LinkedInCrunchbase.

How much revenue does First Allied Securities generate?

Minus sign iconPlus sign icon As of December 2025, First Allied Securities's annual revenue is estimated to be $450K.

What is First Allied Securities's SIC code NAICS code?

Minus sign iconPlus sign iconFirst Allied Securities's SIC code is 5084 - Industrial Machinery and Equipment NAICS code is 52 - Finance and Insurance.

How many employees does First Allied Securities have currently?

Minus sign iconPlus sign iconAs of December 2025, First Allied Securities has approximately 237 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: R. W.Chief Executive Officer And Registered Principal: T. S.Vice President Alternative Investments: A. B.. Explore First Allied Securities's employee directory with LeadIQ.

What industry does First Allied Securities belong to?

Minus sign iconPlus sign iconFirst Allied Securities operates in the Financial Services industry.

What technology does First Allied Securities use?

Minus sign iconPlus sign iconFirst Allied Securities's tech stack includes AppNexusGoogle Fonts APIBackbone.jsRequireJSjQueryNew RelicGoogle Tag ManagerGoogle Analytics.

What is First Allied Securities's email format?

Minus sign iconPlus sign iconFirst Allied Securities's email format typically follows the pattern of FLast@firstallied.com. Find more First Allied Securities email formats with LeadIQ.

When was First Allied Securities founded?

Minus sign iconPlus sign iconFirst Allied Securities was founded in 1994.

First Allied Securities

Financial ServicesCalifornia, United States201-500 Employees

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.

Section iconCompany Overview

Headquarters
655 West Broadway, 12th Floor
Phone number
+1-800-336-****
Website
firstallied.com
SIC Code
5084 - Industrial Machinery and Equipment
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $250M$500M

    First Allied Securities's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    First Allied Securities's revenue is estimated to be in the range of $250M$500M

Company Leadership

  • Stylized image of a person
    R. W.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Chief Executive Officer And Registered Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. B.
    Vice President Alternative Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. L.
    Vice President Compliance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. W.
    President
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    D. W.
    Owner - Independent Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. P.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. K.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. H.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. K.
    President
    Phone icon
    Mobile Phone

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