Chairman & CEO
Experienced, reputable financial management.
At Passage Wealth Advisors, LLC, our independent approach allows us to offer clients the most suitable options to address their financial goals without being constrained by proprietary products or corporate agendas. By affiliating with First Allied Securities, Inc., an independent broker/dealer, we have access to the tools, regulatory guidance and resources to best serve your unique financial needs.
About First Allied Securities, Inc.
First Allied Securities, Inc., serves as the firm of choice for independent financial advisors who seek to grow their businesses. First Allied’s exclusive business development platform has been constructed to provide entrepreneurial advisors with the industry's most comprehensive platform for growth. First Allied is a member of Cetera Financial Group, one of the nation's largest networks of independent broker/dealers. We benefit from the strength of our collective size, access to state of the art platforms, and expansive resources.