Diversified Wealth Management Team

We provide you with an unobstructed view of the marketplace, unencumbered by the typical conflicts, and putting your interests first is more than just a worthy ambition, it is our duty.

Advanced Equities Access to Opportunities*

Absolute Return Strategies/Separately Managed Accounts**

Third Party Unified Managed Accounts**

First Allied Wealth Management Platform** - Guided Portfolio Solutions

Private Client Services**

Municipal Bonds

Oil and Gas Development, Exploration & Production*

Managed Futures & Non-Correlated Assets

Tennant-In-Common & 1031 Exchanges*

Real Estate Investment Trusts

Hedge Funds*

Equipment Leasing

Stocks, Bonds and Mutual Funds

*Available only to our Accredited and Qualified Investors.

**Investment Advisory Services offered through First Allied Securities, Inc. an SEC Registered Investment Advisor. Please contact us for our Form ADV Part II.

In 1986, the Yale Endowment had 80% allocated to stocks, bonds and cash. Today, the allocation is less than 15 percent. This heavy allocation to nontraditional asset classes stems from their return potential and diversifying power. Yale's actual and target portfolios have significantly higher expected returns and lower volatility than the 1986 portfolio. http://www.yale.edu/investments/Yale_Endowment_06.pdf

Greater independence and more transparency

  • Thumb_asstmgmt1 Asset Management

    Successful investing involves time, discipline and a carefully selected balance of investment vehicles. Asset management is one of the most important investment strategies.

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  • Document For Immediate Release

    Dennis Thurman with First Allied Securities, Inc. has been awarded the Certified Wealth Strategist® designation.

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  • Document For Immediate Release

    Dennis Thurman, CWS® was recently recognized once again by his brokerage firm, First Allied Securities, Inc., as one of their premiere advisors. One of an elite group of only 50 in a field of 1000 advisors, Mr. Thurman was selected based on his leadership, client service, financial success and adherence to professional practice management.

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