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Calli M
Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Calli Mcbee is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She previously worked at Stock USA Execution Services, Inc. for six years before joining First Command Financial Inc. in 2022. 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 provides financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team.
Timothy M
Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Timothy Meyers is a financial advisor at First Command Advisory Services with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at First Command Financial Planning, Inc. since 2003 and its affiliate, First Command Advisory Services, since 2015. 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.
William E
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
William Edmundson is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with First Command Advisory Services and its affiliated entities since 2010. 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 managed by a centralized Investment Management Team, emphasizing in-person financial coaching and an employee-ownership structure.
Christopher S
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Christopher Smith is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 registrations and joined the firm following a 20-year career in the U.S. Navy. His experience at First Command includes roles in insurance, brokerage, and advisory services. 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, utilizing a centralized Investment Management Team to design and manage model portfolios.
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