Strategic Partners
Mercurio Tax Advisors
Mercurio Wealth Advisors works with a number of financial and legal professionals to provide the most comprehensive level of service, based on your needs. Our sister company, Mercurio Tax Advisors, provides tax planning and preparation services - under the same roof - for your convenience. (Mercurio Tax Advisors is not affiliated with First Allied Securities.)
Estate Planning
Ensuring the coordination of your investment strategies with your estate plans is of utmost importance. We work with a number of reputable estate planning attorneys to provide you with the best comprehensive level of services. We're glad to work with your current attorney if you desire.
Registered Representative offering securities through First Allied Securities, Inc.
A Registered Broker/Dealer Member FINRA/
SIPC.
Investment Advisor Representative offering services through First Allied Advisory Services, Inc.