About First Allied Securities, Inc.
Based in San Diego, First Allied serves as the firm of choice for independent financial advisors from across the nation who seek to grow their businesses. Our exclusive business development platform has been expertly constructed to provide entrepreneurial financial advisors with one of the most comprehensive platforms for growth in the industry. First Allied is part of Cetera Financial Group ®, a leading network of independent retail broker-dealers.
Advisors registered with First Allied Securities, Inc. operate independently owned firms to provide you with what they believe to be some of the best options that may help you achieve your financial goals. First Allied Securities, Inc.’s advisors are not limited by the proprietary products marketed by many national planning firms. We believe this independent approach serves to build trust in a client relationship.
The financial services industry is composed of many quality firms that provide individuals a plethora of products and services designed to do many things. Some of the products provide solid investment options or risk management strategies designed to safeguard income and assets, and much, much more. A financial plan may include traditional investment vehicles, insurance, retirement plans, asset protection strategies, or a combination of these items.
First Allied Securities, Inc. stands firmly behind Chal Daniels and Harvest Financial, and supports them as they strive to provide objective guidance and help you effectively reach your financial goals.Since everyone’s needs and goals are unique, Chal Daniels will work with you to understand your specific circumstances, and will tailor plans that fit your distinct requirements.
We enjoy working with Harvest Financial to deliver strategic, unbiased investment advice with the highest level of personal service. First Allied Securities, Inc. and Chal Daniels pledge to place your interests and concerns first, and are eager to help you identify and potentially reach your goals.