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Karen F

CFP®, ChFC®, Series 63, Series 65

Camp Springs, MD

First Command Advisory Services

Karen Foley is a CFP® and ChFC® with 28 years of industry experience. She has been with First Command Advisory Services since 2015 and affiliated with related First Command entities since 1998. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage its model portfolios.

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

Series 65, Series 63

Camps Springs, MD

First Command Advisory Services

Anthony Edwards is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. He has one year of industry experience and previously worked for the Federal Housing Finance Agency for ten years. First Command Advisory Services, Inc. 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 utilizing model portfolios managed by a centralized Investment Management Team.

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

Series 63, Series 65

Camp Springs, MD

First Command Advisory Services

Mark Spitler is a financial advisor at First Command Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with First Command Advisory Services since 2015, having worked with affiliated First Command entities since 1993. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened managers and model portfolios.

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

Series 66

Camp Springs, MD

First Command Advisory Services

Joseph De Acosta is a financial advisor at First Command Advisory Services with two years of industry experience. Prior to joining First Command, he served six years in the United States Navy. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs 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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