First Allied Securities, a Cetera Financial Group Firm, Assists Lifestyle Financial Advisors in Attracting $167 Million Independent Advisory Practice
First Allied Securities (First Allied), a leading independent broker dealer with more than three decades of history serving successful financial advisors, announced today that one of its affiliated independent financial advisory firms, Lifestyle Financial Advisors (“Lifestyle”) has completed the merger of the Laura A. Nagle independent advisory practice into their organization.
In their latest co-signed byline published by InvestmentNews, Robert Moore and Adam Antoniades discuss advisor compensation models and the overall client-centric experience
In his latest byline published by Financial Advisor Magazine, Rich Whitworth discusses ways that advisors can build enduring value in their practices.
First Allied Securities, a Cetera Financial Group Firm, Presents Generous Donation to the Cystic Fibrosis Foundation
First Allied Securities (First Allied), a leading independent broker-dealer with more than three decades of history serving successful financial advisors, proudly announced that they have presented a donation check for $73,487 to the Cystic Fibrosis Foundation.
Cetera Financial Group ("Cetera")*, a leading network of independent broker-dealer firms, and Lincoln Investment Capital Holdings, LLC today announced the completion of the sale of Legend Group Holdings, LLC ("The Legend Group") by Cetera affiliate First Allied Holdings, Inc. to Lincoln Investment Capital Holdings. The transaction was first announced in September 2016. Financial terms were not disclosed.
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