Tom Samuelson Email Address
@firstallied.com
Chief Investment Officer and Portfolio Manager
Headquartered in San Diego, First Allied Holdings Inc. operates an independent retail broker/dealer that serves as the firm of choice for independent financial advisors seeking to grow their businesses. First Allied's exclusive business development platform has been expertly constructed to provide entrepreneurial advisors with the industry's most comprehensive platform for growth. Dedicated to providing independent financial advisors with a competitive edge, First Allied empowers advisors to successfully compete and win the battle for high-net-worth and ultra-affluent clients. First Allied's subsidiary companies provide brokerage, investment advisory, asset management, insurance, retirement plan design, technology, training and support services to financial advisors nationwide. First Allied's subsidiaries include The Legend Group, a specialized provider of investment and retirement solutions to the not-for-profit space, including 403(b) accounts.
Chief Investment Officer & Portfolio Manager at First Allied Securities
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