Broker Check

228 Hamilton Avenue
Suite 300
Palo Alto, CA 94301

LinkedIn

Robert M. Cheney, CFA, CFP®

650.233.9122

 

Platform Partner: First Allied Securities, Inc.

A dynamic leader in the financial industry with a reputation for excellence, First Allied Securities is a full-service independent broker/dealer. First Allied Securities, Inc. was founded in 1994 as a privately held company with a vision of providing independent financial advisors with cutting-edge technology, innovative products and excellent service. 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. Their exclusive business development platform has been expertly constructed to provide entrepreneurial advisors with the industry's most comprehensive platform for growth. First Allied is a member of the Cetera Financial Group retail investment advice platform. As of December 31, 2014, First Allied had approximately $31 billion in assets under administration and 785 affiliated financial advisors. First Allied Securities is part of First Allied Holdings, which also includes The Legend Group, a specialized provider of investment and retirement solutions to the not-for-profit space, including 403(b) accounts.