Featured Business Financial Advisor in San Antonio, TX
San Antonio Financial Advisors
First Allied Securities
San Antonio, TX 78232
Phone Number
Advisor Profile
Name:  Josh Renfro
Disclosure Link:
Securities offered through F...

About First Allied Securities

For more than three decades, We?ve focused our professional life on a single mission: to work closely with families and provide them the best direction, service and tools to help them build a secure and prosperous financial future.

The Fox Alliance started as a one-man operation in 1986, and since then has turned into a full- fledged team of financial advisors with diverse backgrounds and more than 100 years of combined experience. We now have the privilege of serving hundreds of families throughout the country.

Over the years, We?ve helped guide our clients through dramatic economic changes, from stock- market prosperity in the 1990s to the dot-com bubble in the early 2000s and most recently the devastating effects of the Great Recession.

One thing has been constant through it all: Money is a powerful tool. It can bring a great deal of anxiety, or it can provide peace of mind. We?ve spent our live's witnessing the enormous impact a sound portfolio can have on the life of our clients. Sometimes, it literally kept their lives together when everything else around them failed.

And with those experiences, We?ve learned that, more than anything else, our clients wanted and needed to trust that We were dedicated to their goals no matter what challenges we?d face together. We wholeheartedly embrace that trust.

By focusing on the right financial principles,we can make an extraordinary difference in our clients? futures and, most important, help empower them to live better lives today.

General Information

CRD#:    5774724
Name of Broker/Dealer:    First Allied Securities
Name of Custodial Firm:    Pershing, LLC
States Willing to do Business in:    Adkins,Boerne,Bulverde,Canyon Lake,Cibolo,Converse,Elmendorf,Helotes,Kendalia,Marion,Mico,New Braunfels
Years of Experience in Financial Services:    9
Number of Years with Current Firm:    5

Firm Information

Firm's Number of Clients:    400
Firm's Number of Planning Clients:    300
Firm's Number of Managed Clients:    300
Assets Managed by Firm:    200,000,00
Assets Managed by Advisor:    50,000,00
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