Dustin
Tenbroeck

First Allied Advisory Services, Inc

CRD#5019784
Investment Advisor
in San Diego, CA
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About this Advisor

Dustin Tenbroeck is a certified financial planner based in San Diego, California, who has been in the industry for 10 years. Tenbroeck works at First Allied Advisory Services, Inc. The advisor has gained experience at Centara Capital Securities, Inc, First Allied Securities, Inc and First Allied Advisory Services, Inc. Tenbroeck has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. First Allied Advisory Services, Inc is an advisory firm headquartered in San Diego, California. It has offices in 549 locations and a total of 651 advisors. It handles $6 billion in total assets between its 27,866 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 14 charitable organizations. Of its 27,866 customer accounts, just 13% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services typically depend on which services the firm provides the client. However, fees charged by First Allied Advisory Services, Inc likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

12626 High Bluff Drive Suite 440
San Diego, CA 92130

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First Allied Advisory Services, Inc Brokerage Details

Total Assets Under Management

$5,838,758,448

CA Average: $7,578,581,321
Total Number of Employees

651

CA Average: 43
Total Number of Accounts

27,866

CA Average: 3,727
Average Account Size

$209,530

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Dustin Tenbroeck Work History

Dustin has 10 years of experience.

2012 - Present (7 years)

First Allied Securities,Inc

2012 - Present (7 years)

First Allied Advisory Services, Inc

2008 - 2012 (4 years)

Centara Capital Securities, Inc

Disclosures

Dustin Tenbroeck has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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