Fundsters, if you want to get more bang for your buck dealing with platforms, reach out to Kevin Keefe, the recently hired president of the San Diego-based
First Allied Securities, a full-service independent with over 1,000 reps and $20 billion in client assets.
The distribution veteran, with over 25-years in the industry, was previously executive vice president at
AIG Advisor Group, where he was also CEO of Corporate RIA, running a $45 billion AUM, roughly $450 million revenue investment advisory business.
He has also done stints as a consultant at
Neil Bathon's FUSE Research Network; a senior vice president at
LPL, and was a senior vice president at
BISYS.
Keefe has also worked at MutualFunds.com, where he was a vice president and director of analytics; at
Fidelity Investments, where he served as a director of product development and as an assistant vice president of product development at
New England Financial.
First Allied was
acquired by RCS Capital Corp. (RCAP), just a day after RCAP announced it was buying the alts boutique
Hatteras.
 
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