Our vision is to be an innovative financial advisory firm that blends time-tested philosophies and strategies with modern technology in an effort to 1) help our clients evaluate and monitor their current financial situation, 2) listen to their wishes and dreams while helping them clarify their financial goals, 3) counsel them on a plan to meet their goals, then 4) routinely monitor their progress toward those goals and help them stay on track. We will constantly be looking for ways to improve communications, services provided, and create a better overall client experience by staying up to date with national and international trends, always being open to new ideas, and listening to our clients.

While many people still want to come into an office to talk with an advisor face to face, in our busy world, many people find it difficult to take time to go sit and meet with an advisor. With the advanced technologies available today, we can work in a secure, online capacity for those who would prefer.  

One of the biggest mistakes people make when investing is not understanding the volatility that their investments may see. For this reason we use an innovative online tool to assess our clients comfort for fluctuation of values of their portfolio. You can try it below.

We then use the same tool to measure the expected volatility of their investments. This allows us to more precisely match client's risk tolerance with the risk of their portfolio.

First Allied Securities utilize Pershing, LLC as our custodian. Pershing custodies brokerage accounts, including IRAs and fulfills the legal responsibility for safeguarding client assets while also providing administrative services such as account and tax record keeping, monthly statements, and data integrity protections.

As a prominent independent wholesale distributor of life insurance, Crump links a national network of approximately 200,000 financial services professionals with the products manufactured by approximately 100+ highly rated insurance companies. Crump is an indirect subsidiary of BB&T Corporation and is one of the companies that make up BB&T Insurance, the sixth largest insurance broker in the U.S. and the seventh largest internationally.

We all want to believe that the future will be exactly as we wish it to be. The reality, however, is that things will happen to us and our family that we do not expect. The art of Financial Planning is to try to lay out a plan that accounts for these unseen events. We believe in cash flow planning because that is how we all must live our lives - balancing our expenses with our income.  

Managed Portfolios

Separately Managed Accounts

Mutual Funds

ETFs

Stocks

Bonds

Retirement Plans (401k, SEP, SIMPLE, ESOP Plans, Defined Benefit)

Life Insurance

Disability Insurance

Annuities

Commodities

Real Estate Trusts

Oil & Gas Drilling Partnerships

Much More