One of the Fastest Growing Brokerage Firms in America. Advanced Equities Financial Corp. (AEFC) is one of the industry's most progressive financial service firms. Focusing on retail, institutional securities and venture capital investment banking businesses, AEFC has a rapidly growing network of broker/dealers and wealth management firms. Growth is the cornerstone for Advanced Equities.
AEFC consists of five main business units: the Venture Capital Investment Banking Group, the Wealth Management Group, the Asset Management Group, the Independent Advisor Group and the Private Client Group.
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Advanced Equities, Inc., The Venture Capital Investment Bank
Advanced Equities, Inc., an Advanced Equities Financial Corp. company, is a boutique investment bank that specializes in private, late-stage equity finance for the U.S. technology sector. Click to visit site
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AE Wealth Management
Advanced Equities Wealth Management is part of the AEFC family of companies and provides integrated financial planning and wealth management programs. Click to visit site
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AE Asset Management
Advanced Equities Asset Management is a discretionary money management firm that serves the needs of financial advisors and consultants from our parent company; AEFC, with cutting-edge investment products. Click to visit site
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First Allied Securities, Inc., Independent Advisors
First Allied Securities, Inc. is part of the AEFC family of companies and is an independent broker/dealer with approximately 1000 registered representatives located in 500 branches throughout the country. Click to visit site
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Private Client Group
Advanced Equities, Inc.’s Private Client Group is reshaping the industry in the way it delivers wealth management services to its clients.
in the news
First Allied Featured in Financial Advisor Magazine
California investment advisor John Threlkeld isn’t anyone’s idea of a slouch. The crafty advisor has been working diligently to serve wealthier and wealthier investors, even purchasing two other advisors’ practices and turning all but his top client [more]
What Have You Done for Me Lately?
A Sampling of Innovative Offerings by Broker/Dealers to Their Advisors [more]
First Allied Highlighted in Registered Rep's Quarterly Feature
Let's face it. Choosing an independent broker/dealer to join isn't easy. There are literally thousands, and each firm claims to offer the best. In a continuing effort to help our readers become more familiar with their options, we've asked the heads of fi [more]
Advanced Equities’ Keith Daubenspeck Ranks #72 On Forbes’ Midas 100
CHICAGO, Ill. February 14, 2008—Keith Daubenspeck, Co-Founder and Chairman of Advanced Equities Financial Corp. (Advanced Equities), an investment management, securities brokerage and venture capital banking services company, [more]
Craig Columbus on CNBC
See the Latest AEAM Market Commentary on CNBC [more]
Advanced Equities Financial Corp.
311 S Wacker Drive, Suite 6100 • Chicago, IL 60606