Clarksville, TN Raleigh Court Office

Team
Updated today

Client AUM

$24,370,520,819

Clients

113,511

Advisors

4

Of 1,036 advisors across 281 offices

Location

2279 Raleigh Court

Clarksville TN 37043

Advisors at this office

4

Advisors at this office

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Max F

Series 65, Series 63

Clarksville, TN

First Command Advisory Services

Max Ferrel is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. His prior experience includes service in the United States Army and work with Veterans Realty Services. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a special 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 Investment Management Team and Wealth Portfolio Managers who select and monitor 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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Zachary W

Series 63, Series 65

Clarksville, TN

First Command Advisory Services

Zachary Walden is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and 16 years of industry experience. He has worked with First Command in various capacities since 2009. He is also the owner of Zach Walden Wealth Management, an LLC used for tax filing purposes. 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.

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

Series 63, Series 65

Clarksville, TN

First Command Advisory Services

Alexander Weaver is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has one year of industry experience and previously served five years in the United States Navy. 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 a range of wrap-fee asset management programs, using model portfolios managed by 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
user avatar

William W

Series 63, Series 65

Clarksville, TN

First Command Advisory Services

William Woodruff is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, he worked at Textron for 13 years and held roles at WingXpand and related First Command entities. 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, utilizing a centralized Investment Management Team to design and manage model portfolios with discretionary authority.

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