Alliance Advisory & Securities, Inc. 805.371.8020 CLIENT LOGIN ADVISOR LOGIN HOME ABOUT SERVICES RESOURCES CONTACT US Purpose Helping Advisors guide their clients to sustained financial freedom through biblical wisdom. Core Values: Stewardship: Serving the clients’ best interest at all times Accountability: Practice transparency in everything we do Excellence: Delivering value beyond expectations Teamwork: Integrating the expertise of the multiple financial disciplines Ministry: Serving others regardless of their status Mission The creation of meaningful wealth is accomplished when clients are surrounded by a team of advisors whose competency is the integration of financial decisions with life’s meaningful goals. WHO WE ARE OUR HISTORY OUR PURPOSE OUR PROCESS OUR PEOPLE OUR PRINCIPLES OUR PHILANTHROPY OUR PLANNING Investment advice offered through Alliance Advisory & Securities, Inc. A registered investment advisor. Member SIPC (www.sipc.org). Broker Check (www.brokercheck.finra.org). Home | Contact Us | Alliance Group Of Companies | Privacy Policy | Disclaimer | Business Continuity Plan Copyright ©2021 Alliance Advisory & Securities, Inc. - All Rights Reserved.

Alliance Advisory & Securities, Inc. 805.371.8020 CLIENT LOGIN ADVISOR LOGIN HOME ABOUT SERVICES RESOURCES CONTACT US History In 1987, after retiring from a successful financial advisory career, Randall Sanada opened a new office to manage the Sanada family’s holdings. It was not long before other individuals, families, and businesses wished to invest alongside an accomplished advisor and his family. They were drawn by a strong value proposition: an advisor recommending investment strategies that he himself invests in, and as a result of addressing the conflicts of interest that plagued the financial services industry, he aligned client and advisor to a common purpose. This simple, yet fundamental, premise allowed clients invaluable access to an advisor within a relationship based on trust and confidence. In 1990, Alliance Advisory & Securities, Inc. was created through the purchase of a Registered Investment Advisor and a Broker Dealer. Soon after, other successful advisors began to embrace the concept of investing alongside their clients, and they joined the firm. In the early ‘90s the second generation of the Sanada family joined the firm. Around that time, the firm supplemented its initial value proposition by investing with clients in alternative investments to further create new wealth. Clients were now able to diversify their holdings by purchasing interests in business enterprises, apartment buildings, shopping malls, and storage complexes in addition to investing in more traditional asset classes such as stocks and bonds. WHO WE ARE OUR HISTORY OUR PURPOSE OUR PROCESS OUR PEOPLE OUR PRINCIPLES OUR PHILANTHROPY OUR PLANNING Investment advice offered through Alliance Advisory & Securities, Inc. A registered investment advisor. Member SIPC (www.sipc.org). Broker Check (www.brokercheck.finra.org). Home | Contact Us | Alliance Group Of Companies | Privacy Policy | Disclaimer | Business Continuity Plan Copyright ©2021 Alliance Advisory & Securities, Inc. - All Rights Reserved.