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First Allied Securities Logo
First Allied Securities Growth Score
80
CB Rank
601900
Heat Score
60
First Allied Securities is a Consulting company.
Founded
obfuscation
PrivatePrivate Equity San Diego, California, United States251-500 www.firstallied.com
Consulting
Financial Services
Wealth Management
Overview

First Allied Securities
Growth Score
80
Heat Score
60

Growth Score80
-5 pts
in past quarter
Heat Score 60
4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About First Allied Securities

CB Rank
601900
First Allied Securities is a Consulting company.
Founded
obfuscation
PrivatePrivate Equity San Diego, California, United States251-500 www.firstallied.com
Consulting
Financial Services
Wealth Management

Funding Rounds

Private Equity
OBF
in
obfuscation

Key People

Details

Legal Name First Allied Securities, Inc.
Operating Status Active
Company Type For Profit
Phone Number 800-499-5489
Contact Email corpcomm@firstallied.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Brokerage Services
Cetera Advisors offers brokerage services through registered representatives who receive transaction-based compensation.
Investment Advisory Services
Cetera Advisors provides investment advisory services through representatives who receive fees based on assets.

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Financials

Company Funding

Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - First Allied Securities Logo
Private Equity Round - First Allied Securities
1
obfuscation
— Private Equity
obfuscation
Private Equity Round - First Allied Securities Logo
Private Equity Round - First Allied Securities
1
obfuscation
— Private Equity
obfuscation
Private Equity Round - First Allied Securities Logo
Private Equity Round - First Allied Securities
1
obfuscation
— Private Equity
obfuscation
Private Equity Round - First Allied Securities Logo
Private Equity Round - First Allied Securities
1
obfuscation
— Private Equity
obfuscation
Private Equity Round - First Allied Securities Logo
Private Equity Round - First Allied Securities
1
obfuscation
— Private Equity

Funding Rounds

Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - First Allied Securities Logo
Private Equity Round - First Allied Securities
1
obfuscation
— Private Equity
obfuscation
Private Equity Round - First Allied Securities Logo
Private Equity Round - First Allied Securities
1
obfuscation
— Private Equity
obfuscation
Private Equity Round - First Allied Securities Logo
Private Equity Round - First Allied Securities
1
obfuscation
— Private Equity
obfuscation
Private Equity Round - First Allied Securities Logo
Private Equity Round - First Allied Securities
1
obfuscation
— Private Equity
obfuscation
Private Equity Round - First Allied Securities Logo
Private Equity Round - First Allied Securities
1
obfuscation
— Private Equity

Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 251-500 Employee Profiles 5 Board Members and Advisors 1 Contacts 128

Employee Profiles

Board Members and Advisors

News

News and Press

News•Jul 17, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Dec 7, 2022
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Apr 8, 2020
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Mar 22, 2018
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$2.1MThis year, First Allied Securities is projected to spend $2.1M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Freshdesk Logo
Freshdesk
100
Server Management Logo
Server Management
100
Wealthtech Logo
Wealthtech
100

Actively Used Products

10First Allied Securities uses 10 technology products and services including HTML5, Bootstrap, and  Oracle Eloqua, according to G2 Stack.

Active Website Tech Count

14First Allied Securities is actively using 14 technologies for its website, according to BuiltWith. These include DNSSEC, IPv6, and  CommonCrawl Top 10m.
Sub-Organizations
Frequently Asked Questions

Where is First Allied Securities's headquarters? First Allied Securities is located in San Diego, California, United States.Who invested in First Allied Securities? First Allied Securities is funded by Lovell Minnick Partners.When was the last funding round for First Allied Securities? First Allied Securities closed its last funding round on
obfuscation
from a Private Equity round.Who are First Allied Securities's competitors? Alternatives and possible competitors to First Allied Securities may include Ameriprise Financial, LPL Financial, and  Raymond James.
Who We Are
What We Do
Helpful Links
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