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David T

CFP®, Series 63

Summerville, SC

First Command Advisory Services

David Thompson Jr. is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services and First Command Financial Planning since 2007. 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.

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

CFP®, Series 66

Summerville, SC

First Command Advisory Services

Robert Armstrong is a CFP® professional with nine years of experience in financial advising at First Command Advisory Services. He has worked at multiple entities within the First Command group since 2017 and previously spent four years at Leidos. 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 managed through 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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William L

Series 66

Summerville, SC

First Command Advisory Services

William Lankford is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds the Series 66 designation and has worked at First Command Financial Planning, Inc. since 2018. Prior to that, he retired in 2016. 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, using a centralized Investment Management Team to design and oversee portfolios.

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