First Allied created with 40 staff members and 150 advisors.
Round Hill Securities merges into First Allied. The advisor population grows from 475 to 600.
First Allied acquires Greenbook Financial and expands offering to include wealth management, asset management, retirement services and insurance services.
First Allied and Cannon Financial Institute launch First Allied University.
FFP Securities merges into First Allied. The advisor population grows to 850.
First Allied launches Guided Portfolio Solutions advisory platform.
First Allied launches Women's Impact Network.
First Allied launches Succession Planning and Business Acquisition Center.
First Allied launches Pentameter® and Guided Retirement Solutions platforms.
First Allied becomes part of Cetera Financial Group.
First Allied advisors begin leveraging DOL DynamIQs® program to prepare for DOL fiduciary rule.