Wealth Management Firms

First Allied Securities Inc.

Company Website

655 West Broadway Fl., 12
San Diego, CA 92101

Company Est.:

Sourcebook Data

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First Allied Securities Inc.

Assets managed in 2012 (figures in millions)

$6,267

Number of local portfolio managers or investment advisers

30

Services offered

Wealth and investment management, financial, retirement and estate planning, insurance, private client services

Executives

Gregg Glaser

  • Chief Financial Officer

Joel Marks

  • Chairman

Adam Antoniades

  • Chief Executive Officer
  • President