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