First Allied Securities

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  IBD First Allied Taps TDAI’s Whitworth as Strategist for Business Consulting

  By Joyce Hanson, AdvisorOne  |  April 24, 2013

  The IBD First Allied Securities has hired Richard Whitworth of TDAI's practice management unit to be managing director of its Business Consulting Group.

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  AIG’s Advisor Group Wraps Up Woodbury Purchase

  By Janet Levaux, AdvisorOne  |  December 3, 2012

  The combined IBD will have roughly 6,000 advisors with some $125 billion in assets.

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  First Allied to Buy Legend Group

  By Janet Levaux, AdvisorOne  |  November 1, 2012

  The combined entity could have up to 1,500 advisors and some $30 billion in assets, after the deal with Waddell & Reed is finished.

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  New Hire Roundup: TD Ameritrade Institutional Adds Dario

  By Marlene Y. Satter, AdvisorOne  |  September 5, 2012

  Also this week in new hires, Joseph Nader joined Wescott Financial Advisory Group; Will Proctor went to a new spot at Neuberger Berman; and more.

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  5 Tips to ‘Spring-Clean’ a Portfolio

  By Joyce Hanson, AdvisorOne  |  April 12, 2012

  Every year at springtime, daffodils bloom, robins hunt for worms and people file their taxes. It’s this last item that’s a reminder to advisors that now is also the time to clean client portfolios.

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  First Allied ‘Aggressively Upgrading’ Presence in 401(k) Space

  By John Sullivan, AdvisorOne  |  December 22, 2010

  Firm plans to help advisors ensure ERISA 408(b)(2) compliance.

• Find the Right Balance: Broker-Dealer Service Ratios

  By Jonathan Henschen  |  October 25, 2010

  One of the best ways of checking quality service is a firm's rep-to-staff ratio. In fact, this ratio is a key attribute that too many...

• First Allied Taps Ex-LPL Financial Vice President

  By Janet Levaux, AdvisorOne  |  June 17, 2010

  First Allied Securities, based in San Diego, says it has hired Matt McGinness to lead its advisory consulting services.

• Do well by doing good

  By David Port  |  August 1, 2008

  With clients, charitable giving is hit or miss. The discussion either helps philanthropic-minded clients and advisors bond, or causes bottom-dollar clients to search for more...

• Advanced Equities, First Allied Announce String of New Hires

  By Janet Levaux, AdvisorOne  |  May 1, 2008

  Frank L. Campanale has been tapped as chairman and CEO of Advanced Equities Financial Corporation's wealth-management division. This hire, and others at independent brokerage unit...