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William C

Series 63, Series 65

Greenville, SC

First Command Advisory Services

William Conde is a financial advisor with First Command Advisory Services. He holds Series 63 and Series 65 licenses and has recently transitioned to advisory work following a 25-year career in the U.S. Army and a three-year tenure at Amazon. 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 provides financial planning and wrap-fee asset management programs that utilize a centralized Investment Management Team and Wealth Portfolio Managers for portfolio construction and oversight.

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

Series 66

Greenville, SC

First Command Advisory Services

Benjamin Stocum II is a Series 66-licensed financial advisor with eight years of industry experience. He has worked with First Command Financial Planning, Inc. since 2017 and previously was employed in the furniture retail sector at Broad River Furniture DBA Ashley Furniture. 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, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers on behalf of clients.

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