Fee-based Business Models – Flexibility to Suit Your Needs
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As an independent advisor, you value your freedom of choice. First Allied provides you with multiple options for your fee-based business to allow you to pursue the model that is best suited to your needs.

Simplicity and Ease of Use: Operating Under Our Corporate RIA
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We provide a broad range of advisory programs to our affiliated financial advisors operating under our corporate RIA, supporting advisors with diverse business models. Whether you want to manage portfolios for clients, utilize a wide range of professional money managers or offer planning and advisory services for a fee, you can avoid the time and expense of establishing your own RIA by conducting these activities as an investment advisor representative (IAR) under First Allied’s RIA.

Flexibility and Control: Operating Under Your Own RIA as a Hybrid Advisor
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If your business has evolved to the point that you have unique services and fee structures, or you simply want access to the most flexible asset management platforms, First Allied’s Hybrid program may be right for you. Access to a simple, Web-based portal allows you to conduct business under your own RIA with the flexibility to leverage leading RIA custodian firms for your advisory business. Additionally, you retain the ability to leverage our brokerage platform to retain commission-based assets and trail commissions, and have access to our depth of expertise in alternative investments, variable annuities, and other products.