FIRST ALLIED SECURITIES, INC.
SAN DIEGO, CA

With an entrepreneurial approach engrained in what we do, you’ll hear us refer to advisors as business owners. That’s because we are driven to make your business stronger and provide leading strategies, programs and services that empower you to help your clients pursue their financial dreams. First Allied launches Succession Planning and Business Acquisition Center. Helping others...together Purpose is what drives both our professional and personal ambitions at First Allied. And we are fortunate to partner with advisors who share our core values and support our charitable efforts, raising funds to help those in need. First Allied’s 2017 charity of choice is Canine Companions for Independence (CCI), a nationwide non-profit organization devoted to providing highly trained assistance dogs to enhance the lives of people with disabilities. Their work provides service dogs to help perform daily tasks; hearing dogs for partners who are deaf and hard of hearing; facility dogs for clients in education, criminal justice and healthcare settings; and skilled companions for partners with physical, cognitive and developmental disabilities. Funds raised will support breeding, raising and training these impressive four-legged partners. First Philanthropy raised $23,050 for Canine Companions for Independence in 2017. Help is a Four-Legged Word™ "Auggie is the ultimate battle buddy. With Auggie, every day is a brand new day. We never know what’s around the corner. We are spirited. He’s there when I need him. Help is a Four-Legged Word™ is a trademark of Canine Companions for Independence, Inc. Much of the value we provide is rooted in our firm’s culture. Here are a few things to know about what it’s like to be a part of First Allied: We give back—each year, the firm selects an organization to focus fundraising efforts on with First Philanthropy Products & Services Offer clients the most suitable options to help achieve their financial goals without being constrained by cookie-cutter products. A full range of products and services lets you tailor investment, retirement, insurance and wealth management solutions. Navigate the selection of alternative investments, available partner programs or general financial planning with the support of our sales solution experts. Access unbiased product guidance, training, support and education. As part of their due diligence, the team identifies product strengths, weaknesses, features, benefits, and sponsor resources. Their goal is to assist you in providing the most appropriate solutions for the specific needs of each client. Products & Services Efficiently Transfer Your Business A passion for numbers and savings drives the team at Mint Financial Strategies to help clients achieving their financial dreams. through the growth we have without their help.” Expect to be surrounded by a team focused on delivering growth solutions for your business. But don’t just take our word for it—hear from Joe Perry. He's experienced an efficient transition and executed multiple successful acquisitions since joining the firm. Transform Your Business