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Josh Renfro

First Allied Securities

5920 West William Cannon Drive
Building 7 Suite 201

Austin, TX 78749
(512) 3271000

The Fox Alliance Wealth Advsiors

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

Firm Start Year

2013

No.of Employees

10-19

CRD#

5774724

Name of Broker/Dealer

First Allied Securities

Name of Custodial Firm

Pershing, LLC

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

200,000,000

Assets Managed by Advisor

50,000,000

Disclosures

Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser. CONFIDENTIALITY NOTICE: The information in this message and the files transmitted with it is confidential, may be subject to a legal privilege and is intended only for the use of the named recipients. If you are not the intended recipient, please advise the sender immediately by reply e-mail and delete this message and any attachments without retaining a copy or disseminating this message. Please be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws. Thank you.