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Current company ALM First
Financial Services · 159 employees · Founded 1995 · Dallas, Texas, United States
ALM First is a leading, trusted strategic partner for financial advisory services. With approximately $70 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to more than 400 banks and credit unions across the country.
ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); ALM First Analytics, LLC (“ALM First Analytics”), and ALM Executive Benefits, LLC (“ALM Executive Benefits”). Any LinkedIn content is intended to be promotional or brand content for ALM First and is not an offer or solicitation for investment advisory services, nor is it an offer or solicitation to buy or sell securities.
ALM First Financial Advisors is an SEC registered investment advisor with a fiduciary duty that requires it to act in the best interests of its clients and to place the interests of clients before its own. HOWEVER, REGISTRATION AS AN INVESTMENT ADVISOR DOES NOT IMPLY ANY LEVEL OF SKILL OR TRAINING. Access to ALM First Financial Advisors is only available to ALMFFA clients pursuant to an Investment Advisory Agreement and accepting delivery of ALMFFA’s Client Relationship Summary (CRS) and Form ADV, Parts 2A and 2B, which are available at almfirst.com. You are encouraged to read these documents carefully. All investments involve risk and may lose money. ALMFFA does not guarantee the results of any of its advice or account management. Please visit: https://www.almfirst.com/social-media-disclaimers/ for further important information about our LinkedIn content.
