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Nicholas Scott Lee

Advisor at First Command Advisory Services — Mountain Home, ID N. Main St

Updated today

Credentials

Series 63, Series 65

Experience

1 year

Location

Mountain Home, ID 83647

First Command Advisory Services logo

First Command Advisory Services

Enterprise

Total advisors

1,034

Across 281 offices

Clients per advisor

110 Very High

Avg AUM per client

$214,697 Very Low

HNW client ratio

3% Low

About

Nicholas Lee is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he served six years in the United States Air Force as a Fuels Supervisor, overseeing the logistics and safety of petroleum product distribution for mission-critical operations. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Client services

Based on First Command Advisory Services

Financial planning Portfolio management

Expertise

Based on First Command Advisory Services

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing

Occupation focus

Based on First Command Advisory Services

Self-Employed

Demographic focus

Based on First Command Advisory Services

Young Professionals

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Fee options

Percentage

$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% $2,000,001+: 0.50%

Commissions

Commissions apply for brokerage and insurance products through affiliated companies.

Other

Account minimum: $5,000 Minimum fee: Financial Planning Tailored Professional Services (TPS) fees generally range from $750 to $3,000 based on client circumstances and advisor discretion. Fee-only: Advisory Programs charge wrap fees based on asset tiers, no commissions for advisory management services.

Location

See office

Mountain Home, ID N. Main St

290 N. Main St, Ste 1

Mountain Home ID 83647

Advisors at this office

2

Most active in

Idaho

Work history

1 year of industry experience

First Command Insurance Services, Inc.

2025 - Present • 1 year

Fort Worth, TX

First Command Advisory Services, Inc.

2025 - Present • 1 year

Fort Worth, TX

First Command Brokerage Services, Inc.

2025 - Present • 1 year

Fort Worth, TX

First Command Brokerage Services, INC

2025 - 2025 • 1 year

Fort Worth, TX

United States Air Force

2019 - 2025 • 6 years

Mountain Home, ID

Food Lion

2015 - 2019 • 4 years

Danville, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert L

Series 66

Mountain Home, ID

First Command Advisory Services

Robert Lane Jr. is a Series 66-registered financial advisor with First Command Advisory Services, where he has worked for eight years. His career includes roles at First Command Insurance Services and First Command Financial Planning. In addition to his advisory work, he has been involved with the Indian Summer Golf and Country Club for ten years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multi-tiered wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers, employing model portfolios constructed from approved mutual funds, ETFs, and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Brittney P

Series 63, Series 65

Mountain Home, ID

Empower Advisory Group

Brittney Perkins is a financial advisor with Empower Advisory Group in Mountain Home, Idaho, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at firms including The Vanguard Group and LPL Financial, and has held roles outside the financial sector including delivery driver positions with DoorDash and Amazon. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Jared G

Series 66

Mountain Home, ID

First Command Advisory Services

Jared Griffith is a financial advisor with First Command Advisory Services in Mountain Home, ID. He holds a Series 66 designation and has four years of industry experience, including prior roles at Zenetex and Kay & Associates. He has been with First Command and its affiliated entities since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Ryan V

Series 66

Mountain Home, ID

LPL Financial

Ryan Valley is a financial advisor with LPL Financial in Mountain Home, Idaho, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2021, he operated Ryan Valley LLC and was involved with various insurance carriers through W & R Insurance Agencies. He also serves as a notary and manages Haven Wealth Group LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and asset management solutions, utilizing both model portfolios and customized strategies supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Randy V

Series 63, Series 65

Mountain Home, ID

LPL Financial

Randy Valley II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions with Waddell & Reed, various insurance carriers, and community involvement through the Urban Renewal Agency of the City of Mountain Home and the Mountain Home Chamber of Commerce. Outside of his advisory work, he is involved in a local beekeeping business, Valley's Local Raw Honey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a focus on diverse investment strategies and operational support tools, operating at a large scale with over 22,800 advisors and more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Abbie J

Series 63, Series 65

Mountain Home, ID

LPL Financial

Abbie Jett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining LPL Financial in 2021, she worked for 16 years at Waddell & Reed, Inc and various insurance carriers associated with W & R Insurance Agencies. She is also active as an insurance agent within those agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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