Columbia, SC Forest Drive Office

Team
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First Command Advisory Services

Enterprise

Firm-wide stats for First Command Advisory Services

Total advisors

1,034

Across 280 offices

Clients per advisor

110 High

Avg AUM per client

$214,697 Very Low

HNW client ratio

3% Low

About

First Command Advisory Services, Inc. is an SEC‑registered investment adviser that serves individuals, corporate and charitable clients and has a long-standing focus on active‑duty service members and their families. It offers financial planning (including complimentary planning for certain service members and a paid Tailored Professional Services option) and multiple wrap‑fee asset management programs — Partners, Foundations, Select, Premier Income, and Elite — covering model portfolios built from mutual funds, ETFs, separately managed fixed‑income accounts, unified managed accounts and third‑party managed sleeves.

The firm delivers investment management through a centralized Investment Management Team (IMT) and Wealth Portfolio Managers who design, monitor and rebalance Model Portfolios and select third‑party managers from prescreened lists; clients grant FCAS discretionary authority under an Investment Management Agreement for ongoing implementation. FCAS uses Envestnet’s platform for portfolio administration and Pershing for custody and execution, and maintains program features such as Fund Partner‑specific Models (Partners uses Fidelity, Franklin Templeton, Invesco and BlackRock) and passively focused ETF Models in Foundations.

A distinctive operational feature is that clients generally do not choose independent external advisers to manage assets in the firm’s advisory programs — manager and sleeve selections are made by the IMT/WPM from approved universes and third‑party managers must be IMT‑approved. Other noteworthy aspects include the firm’s employee‑ownership structure, its emphasis on in‑person financial coaching, and program constraints (e.g., fund‑partner or platform share‑class limitations) that can restrict the choice of funds or outside adviser involvement compared with some peers.

Based on First Command Advisory Services

Expertise

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

Based on First Command Advisory Services

Occupation focus

Self-Employed

Based on First Command Advisory Services

Demographic focus

Young Professionals

Based on First Command Advisory Services

Location

3321 Forest Drive, Suite 3

Columbia SC 29204

Advisors at this office

6

Advisors at this office

user avatar

Terrelle G

Series 63, Series 65

Columbia, SC

First Command Advisory Services

Terrelle George is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining First Command, he worked in roles at Frito Lay and Federal Freight LLC. Outside of his advisory role, he manages a real estate business in Irmo, SC, overseeing property managers. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

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

Ryan G

CFP®, Series 63, Series 65

Columbia, SC

First Command Advisory Services

Ryan Gay is a CFP® professional with 15 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and has worked with related First Command entities since 2011. In addition to his advisory role, he is an investor in a collectibles trading company where he occasionally provides business advice and support. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves 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 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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Daniel W

Series 63, Series 65

Columbia, SC

First Command Advisory Services

Daniel Webster is a financial advisor with First Command Advisory Services in Columbia, SC. He holds Series 63 and Series 65 licenses and has over a year of experience within First Command’s affiliated firms. Webster has served in the United States Army since 2014. 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 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

Erika L

Series 66

Columbia, SC

First Command Advisory Services

Erika Lewis is a financial advisor at First Command Advisory Services with two years of industry experience. She holds a Series 66 designation and has previously worked within multiple entities of the First Command organization as well as roles outside the financial industry, including at Omega Fi and Second Avenue Animal Hospital. 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 comprehensive financial planning and wrap-fee asset management programs 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

Kendall M

Series 63, Series 65

Columbia, SC

First Command Advisory Services

Kendall Matthews is a financial advisor with First Command Advisory Services in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with First Command and its affiliated entities since 2013. Matthews serves as Treasurer for the Delta Sigma Pi Business Fraternity. First Command Advisory Services is an SEC-registered investment adviser that serves 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers who select managers and model portfolios from approved lists.

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

Clifford M

Series 66

Columbia, SC

First Command Advisory Services

Clifford Mewborne is a financial advisor with First Command Advisory Services, holding a Series 66 designation and eight years of industry experience. He previously served in the US Army from 2015 to 2018 before beginning his financial services career with various entities within First Command. First Command Advisory Services serves 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 model portfolios constructed from mutual funds, ETFs, managed fixed-income accounts, and third-party managers selected by a centralized investment team.

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