First Allied Securities Inc

Type: Company
Name: First Allied Securities Inc
First reported Jul 31 2014 - Updated 10 hours ago - 1 reports

Derek Bruton joins forces with Ray Lucia Jr. in San Diego to execute national RIA hybrid plan

Brooke’s Note: No matter how many times we see it, a car accident at the side of the highway is riveting. Rubber-necking stops traffic. There’s a vicarious shock at the idea that at one moment that person was breezing down the road with car, wallet, body ... [Published RIABiz - Jul 31 2014]
First reported Jul 28 2014 - Updated Jul 28 2014 - 1 reports

Concerned About Retirement? Get Questions Answered

12:18 28, 2014Stock (Photo: Stock)GREENSBORO, N.C. -- A panel of certified financial planners will be in the WFMY News 2 Information Center Tuesday to answer viewers' questions about retirement planning.The retirement help line will run from 6 a.m. to ... [Published WFMY News 2 - Jul 28 2014]
First reported Jul 08 2014 - Updated Jul 08 2014 - 1 reports

Estate Planning Tip: Female Executives Are Different

In our experience working with successful female clients, we find they are focused on one question above all others: “What’s the plan?” Monthly or even annual portfolio performance doesn’t matter much to these clients unless they can see how it fits within ... [Published Bank Investment Consultant - Jul 08 2014]
First reported Jun 26 2014 - Updated Jun 26 2014 - 1 reports

3 Reasons to Rollover Your 401K

1. Fees. Your 401K plan may have expenses in any number of places which you don't typically think about. Those fees include administrative and servicing fees to TPA (third party administration) and don't forget about investment management costs. Very ... [Published Bayside Patch - Jun 26 2014]
First reported Jun 19 2014 - Updated Jun 19 2014 - 1 reports

First Allied Securities Launches Pentameter™, A Leading-Edge Practice Management Portal And Business Consulting Process

SAN DIEGO, June 19, 2014 /PRNewswire/ -- First Allied Securities, Inc. (First Allied), a leading independent broker/dealer supporting fee- and commission-based independent financial advisors across the nation, today announced the launch of its new Pentameter™ ... [Published Business Technology - Jun 19 2014]
First reported May 08 2014 - Updated May 08 2014 - 1 reports

First Allied Securities Announces Appointment of Kevin Keefe as President, Reporting to Adam Antoniades, CEO of First Allied Holdings, Inc.

SAN DIEGOAs a new member of the executive team, Mr. Keefe will report directly to Adam AntoniadesMr. Keefe, 46, joins First Allied from Advisor Group, the independent broker/dealer network of AIG, where he was Executive Vice President and head of Wealth ... [Published PR Newswire - May 08 2014]
First reported Mar 27 2014 - Updated Mar 27 2014 - 1 reports

First Allied Securities Celebrates Women's History Month with Successful Results from Beta Test of its Women Advisor Mentoring Program

SAN DIEGO, March 27, 2014 /PRNewswire/ -- First Allied Securities, Inc. (First Allied), a leading independent broker/dealer supporting fee- and commission-based independent financial advisors across the nation, today announced that the initial rollout ... [Published PR Newswire: General Business - Mar 27 2014]

Quotes

Michael Wittenberg, a certified financial planner with Wittenberg Priddy Blankenship (a First Allied Securities Inc. Member SIPC) explained, "As the economy has been improving this has led to increases in what is known as M & A activity, that is, mergers and acquisitions activity."
"As each individual's tax situation is different, take time to consider all the facts and consult with your tax advisor before initiating a rollover. Distributions received before age 59 1/2 are subject to an early distribution penalty of 10% additional tax unless an exception applies. This information is not intended to be a substitute for specific individualized tax, legal or estate planning advice."
Mr. Keefe said, "I am thrilled to join First Allied and to lead its broker/dealer operations. First Allied has earned a tremendous reputation for attracting independent advisors of the highest caliber, and I look forward to helping it continue to successfully fulfill its vision of providing them with the highest quality in practice management services, technology, tools and resources."
Mr. Whitworth concluded, "First Allied Securities Acquisition Center serves as another demonstration of our commitment to providing our advisors with the comprehensive tools they need to build and manage their businesses for long-term growth and success. We look forward to working with our advisors across the country to address their needs regarding growth and succession planning, and to helping them maximize the potential of their businesses."

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All (9) | News (6) | Reports (0) | Blogs (1) | Audio/Video (0) | Fact Sheets (0) | Press Releases (2)
sort by: Date | Relevance
Derek Bruton joins forces with Ray Lucia Jr. in... [Published RIABiz - Jul 31 2014]
Concerned About Retirement? Get Questions Answered [Published WFMY News 2 - Jul 28 2014]
Estate Planning Tip: Female Executives Are Diff... [Published Bank Investment Consultant - Jul 08 2014]
3 Reasons to Rollover Your 401K [Published Bayside Patch - Jun 26 2014]
First Allied Securities Launches Pentameter™, A... [Published Business Technology - Jun 19 2014]
First Allied Securities Announces Appointment o... [Published PR Newswire - May 08 2014]
First Allied Securities Celebrates Women's Hist... [Published PR Newswire: General Business - Mar 27 2014]
First Allied Securities Announces Suite Of Enha... [Published PR Newswire - Dec 05 2013]
First Allied Securities Launches New Comprehens... [Published PR Newswire - Oct 22 2013]
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First Allied Securities Celebrates Women's Hist... [Published PR Newswire: General Business - Mar 27 2014]
SAN DIEGO, March 27, 2014 /PRNewswire/ -- First Allied Securities, Inc. (First Allied), a leading independent broker/dealer supporting fee- and commission-based independent financial advisors across the nation, today announced that the initial rollout ...
1

Press Releases

sort by: Date | Relevance
First Allied Securities Announces Suite Of Enha... [Published PR Newswire - Dec 05 2013]
First Allied Securities Launches New Comprehens... [Published PR Newswire - Oct 22 2013]
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