About our firm
Providing superior investment advisory services for the benefit of our clients
Sound financial planning using good morals, ethics & values
Because we are an independent firm, we have no obligation to sell proprietary products or services. This allows us to be selective in offering only those investment products and services we believe are best suited to help meet your financial objectives and goals. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service. We will work with you to create a financial and retirement plan that fits your goals.
Our broker dealer, First Allied Securities, Inc, an Advanced Equities company, is one of the leading full-service independent brokerage firms in the nation. With more than 950 registered representatives, 300 locations and over $20 billion in client assets, First Allied offers experienced, reputable and timely financial management with a contemporary, independent perspective. Advanced Equities is a Chicago-based venture capital investment bank with offices in Chicago and San Francisco.
