First Allied Securities Announces Appointment of Kevin Keefe as President, Reporting to Adam Antoniades, CEO of First Allied Holdings, Inc.
SAN DIEGO, May 8, 2014 /PRNewswire/ -- First Allied Securities, Inc. (First Allied), a leading independent broker/dealer supporting fee- and commission-based independent financial advisors across the nation, today announced that Kevin Keefe has been named President of First Allied Securities, focusing exclusively on leading the broker/dealer operations of First Allied Securities, Inc.
As a new member of the executive team, Mr. Keefe will report directly to Adam Antoniades, who will remain as CEO of First Allied Holdings Inc., the parent company of First Allied Securities, Inc. The announcement follows on the promotion of Matthew McGinness to Chief Executive Officer of First Allied Advisory Services, also reporting directly to Adam Antoniades.
Mr. Keefe, 46, joins First Allied from Advisor Group, the independent broker/dealer network of AIG, where he was Executive Vice President and head of Wealth Management operations. In this role, he provided strategic support for Advisor Group's network-wide initiatives and served as CEO of the network's corporate RIA. Additionally, he was responsible for managing all product, platform, retirement plan, and investment research and due diligence functions supporting Advisor Group's 6,000 independent financial advisors.
Prior to AIG, Mr. Keefe worked as an Independent Consultant at FUSE Research Network where he customized consulting services to broker/dealers and asset management firms. From 2004 through 2009, he was Senior Vice President at LPL Financial where he oversaw the development, implementation, and ongoing management of platforms and services. During his tenure at LPL he had management responsibility for its Financial Planning, Sponsor Relations, Investment Research, and Wealth Management areas.
Mr. Antoniades said, "We are extremely pleased to welcome Kevin Keefe to First Allied. His diverse skill set and deep knowledge and understanding of the independent broker/dealer channel will enhance our current offering to our advisors, and his strong commitment to relationship management will enhance the work experience both of our advisors and our employees. We are fortunate to have Kevin, with his extensive experience in this area, to fill this important new position."
Mr. Keefe said, "I am thrilled to join First Allied and to lead its broker/dealer operations. First Allied has earned a tremendous reputation for attracting independent advisors of the highest caliber, and I look forward to helping it continue to successfully fulfill its vision of providing them with the highest quality in practice management services, technology, tools and resources."
Mr. Keefe earned a B.S. in Business Administration with a concentration in Finance from Suffolk University's Sawyer School of Management. He earned the Chartered Financial Analyst (CFA) designation in 1997, and also holds FINRA Series 24, 7, 66 and 63 licenses.
A member of the CFA Institute and the CFA Society of Atlanta, Mr. Keefe is active in several key industry associations, including as a member of the Board of Governors of the Money Management Institute (MMI), a member of Board of Directors for the Investment Program Association, a member of the Investment Advisory Council of the Financial Services Institute (FSI), and as a member of the Research Committee of the Insured Retirement Institute (IRI).
About First Allied Securities
Based in San Diego, First Allied Securities is an independent broker/dealer that serves as the firm of choice for independent financial advisors from across the nation 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. As of December 31, 2013, First Allied had approximately $27 billion in brokerage and advisory assets and 795 affiliated financial advisors. For more information, please visit www.firstallied.com. First Allied Securities is part of First Allied Holdings Inc. RCAP Holdings, LLC purchased First Allied Holdings in September 2013. First Allied Holdings' subsidiaries also include The Legend Group, a specialized provider of investment and retirement solutions to the not-for-profit space, including 403(b) accounts.
©2014 First Allied Securities, Inc., Member FINRA / SIPC.
Media Contact:
Matthew Griffes / Joseph Kuo
Haven Tower Group LLC
206.402.5853 / 206.420.3851
[email protected] or [email protected]
SOURCE First Allied Securities, Inc.
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