Basic info
Industry
financial services
Sectors
Financial Services
Succession Planning
Retirement Services
Continuity Planning
Insurance Services
Business Acquisition
Advisory Solutions
Wealth Management
Business Growth
Business Consulting
Consulting
Asset Management
Certified Wealth Strategist designation
Date founded
1994
Funding rounds raised
F
First Allied Securities raised undisclosed on January 29, 2010
Investors: LM PARTNERS