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San Diego Broker-Dealer Launches Online Center For Affiliated FAs

Eliane Chavagnon Deputy Editor - Family Wealth Report 23 October 2013

San Diego Broker-Dealer Launches Online Center For Affiliated FAs

First Allied Securities has rolled out a succession planning and business acquisition platform, featuring an online resource center, for affiliated financial advisors.

The succession planning and business acquisition center is designed to help advisors create strategies for acquisitions (including identifying potential partnets) and continuity/succession planning, while also enabling them to track their progress toward these objectives.

The firm said the online center will also help it identify “appropriate opportunities to finance affiliated advisors’ growth through acquisitions of other advisory practices both within and outside the First Allied network.”

Based in San Diego, CA, First Allied had some $30 billion in brokerage and advisory assets, and 868 affiliated financial advisors (as at end-September 2013). 

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