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Matthew R
Series 63, Series 65
Pensacola, FL
First Command Advisory Services
Matthew Reed is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 registrations and previously served in the United States Navy for eight 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 provides financial planning and offers multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.
Victor S
CFP®, ChFC®, Series 66
Pensacola, FL
First Command Advisory Services
Victor Sokul III is a CFP®, ChFC®, and holds a Series 66 license with eight years of industry experience. He has worked with First Command Advisory Services and its affiliated entities since 2017, following prior roles at Cintas Corporation. He serves as treasurer on the board of a local homeowners association in Pensacola, FL. 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, delivering investment management through a centralized team that selects model portfolios and third-party managers from approved lists.
James L
Series 66
Pensacola, FL
First Command Advisory Services
James Lawrence is a financial advisor with First Command Advisory Services, holding a Series 66 designation and beginning his advisory career in 2026. His background includes roles at multiple First Command entities as well as experience with Lionheart Merchant Advocates LLC and NetSimple. 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 using model portfolios and third-party managers selected by a centralized Investment Management Team.
John D
Series 63, Series 65
Pensacola, FL
First Command Advisory Services
John De Busk is a financial advisor with First Command Advisory Services in Pensacola, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked at affiliated First Command 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 featuring centrally managed model portfolios and third-party managers selected by an internal Investment Management Team.
Scott C
Series 63, Series 65
Pensacola, FL
First Command Advisory Services
Scott Clark is a financial advisor with First Command Advisory Services in Pensacola, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience following a 24-year career in the United States Navy. 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 multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design, monitor, and manage model portfolios.
Corey L
Series 63, Series 66
Pensacola, FL
First Command Advisory Services
Corey Lessmann is a financial advisor at First Command Advisory Services with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with First Command Financial Services since 2011. He is based in Pensacola, FL. 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, using a centralized Investment Management Team to design and manage model portfolios.
Joshua S
Series 66
Pensacola, FL
First Command Advisory Services
Joshua Sharp is a financial advisor with First Command Advisory Services holding a Series 66 designation and five years of industry experience. He serves as an adjunct instructor in Macroeconomics at Pensacola State College and is a Human Resources NCO in the United States Army Reserves. Prior to his current role, Sharp worked in various positions including with Titan Machinery Inc. and AmeriPride Linen Services. 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 provides financial planning and multiple wrap-fee asset management programs, utilizing centrally managed model portfolios and third-party managers within a primarily employee-owned structure.
David L
Series 66
Pensacola, FL
First Command Advisory Services
David Larsen is a Series 66-registered financial advisor with First Command Advisory Services, where he has worked since 2013, accumulating 12 years of industry experience. He also holds roles as treasurer for two homeowners associations and is a shareholder in a firearms and ammunition manufacturing company. Larsen serves as a board member of the Krewe of Andres de Pez. 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, using a centralized Investment Management Team to design and manage portfolios through discretionary authority.
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