At P Inc., our independent advisors have no obligation to sell proprietary products or services so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals.

Our broker dealer, First Allied Securities, Inc., is one of the leading full-service independent brokerage firms in the nation; as of May 2009 with more than 950 registered representatives, 300 locations and over $20 billion in client assets.  P Inc. advisors offer experienced, reputable and timely financial management with a contemporary, independent perspective.

We access the most requested financial and investment products and services through the First Allied family of companies, which includes First Allied Pension Services, an independent third party administrator of 401(k), defined benefit, cafeteria and other employee benefit plans.

We can help you create tactical investment allocations and rebalance them to match your developing goals. Our team can help you investigate and choose among the thousands of products in the financial markets.  Most importantly we may be able to show you how to use them to reach your family's goals sooner and with less risk.

We recommend our clients and visitors read the Rand Report on “Investor and Industry Perspectives on Investment Advisors and Broker Dealers” which can be downloaded for free.  It explains in detail how investment advisors are paid and how brokers are paid, and why financial services are misunderstood by most people who invest. 

For your family members, P Inc. advisors provide educational materials and school presentations. For doctors and staff professionals, our tax attorneys are available for CME, CDE and CPA CE presentations.