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Erin D

Series 63, Series 66

Cave Creek, AZ

First Command Advisory Services

Erin Doherty is a financial advisor at First Command Advisory Services with 19 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at Charles Schwab and various finance and advisory firms. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and approved 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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