Laura Kumar
Advisor at First Command Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at First Command Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cary, NC 27513
Credentials
Series 66
Industry experience
4 years
Laura Kumar is a Series 66-credentialed financial advisor with First Command Advisory Services, based in Raleigh, NC, and has four years of industry experience. Prior to her current role, she worked at several organizations including Ally Behavior Centers and True Style Inc. She is co-founder and treasurer of Cabrini Montessori School, a nonprofit where she is involved in governance and operations and will serve as Head of School when it opens in Fall 2026. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured 12-month Tailored Professional Services engagements alongside discretionary asset management solutions.
Based on First Command Advisory Services
$0 - $250,000: 1.30% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% over $2,000,000+: 0.50%
Commissions apply to brokerage and insurance products purchased through affiliated broker-dealer and insurance agencies.
Account minimum: $20,000 Minimum fee: Financial planning fees through Tailored Professional Services (TPS) generally range from $750 to $3,000, negotiable. Fee-only: Tailored Professional Services financial planning fees from $750 to $3,000.
1903 N Harrison Ave, Suite 102
Cary, NC 27513
North Carolina · Texas · Virginia
Guidepost Montessori at Spruce Tree
2025 - 2025 (1 year)
First Command Advisory Services, Inc.
2022 - Present (4 years)
First Command Insurance Services, Inc.
2022 - Present (4 years)
First Command Brokerage Services, Inc.
2022 - Present (4 years)
First Command Brokerage Services, Inc.
2021 - 2022 (1 year)
Ally Behavior Centers
2020 - 2022 (2 years)
True Style Inc.
2019 - 2023 (4 years)
Ad Alta Tutoring
2019 - 2022 (3 years)
Saffron Ventures (Atlantis)
2019 - 2021 (2 years)
The Inn at Little Washington
2019 - 2019 (1 year)
Phaedo Creative, LLC
2018 - 2018 (1 year)
Instacart
2017 - 2018 (1 year)
Elegant Peak
2017 - 2018 (1 year)
Christendom College
2017 - 2017 (1 year)
The Heritage Foundation
2017 - 2017 (1 year)
Institute of Catholic Culture
2016 - 2016 (1 year)
Christendom College
2015 - 2019 (4 years)
Freelance Latin Tutoring
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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