First Allied

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

3,067

Total plan assets

$72.0M

Filings (rows)

Direct comp

$77K

Indirect comp

Showing only "FIRST ALLIED"

View all 6 variants aggregated →

FIRST ALLIED SECURITIES22 FIRST ALLIED ADVISORY SERVICES18 FIRST ALLIED3 FIRST ALLIED ADVISORY SVCS2 FIRST ALLIED ADVISORY SERVICES IN1 FIRST ALLIED ADVISORY SEVICES1

SERVICES PROVIDED

Advisor / Consultant2

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Velocity Clinical Research, Inc. Velocity Clinical Research 401(k) Plan · all filings	DURHAM, NC	Other service providers	1,016	$35.6M	$18K	$0
Velocity Clinical Research, Inc. Velocity Clinical Research 401(k) Plan · all filings	DURHAM, NC	Advisor / Consultant	1,282	$26.8M	$42K	$0
Velocity Clinical Research, Inc. Velocity Clinical Research 401(k) Plan · all filings	DURHAM, NC	Advisor / Consultant	769	$9.6M	$17K	$0