Coto de Caza,
At Applied Financial Management we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to pursuing your financial goals.
Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.
By affiliating with First Allied Securities, Inc., an independent broker/dealer, we have access to the tools, regulatory guidance and resources to best serve your unique financial needs.
About First Allied Securities, Inc.
First Allied 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.