Goldsboro, NC Cashwell Dr. Office
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First Command Advisory Services
Enterprise
Firm-wide stats for First Command Advisory Services
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
Based on First Command Advisory Services
Location
2701 Cashwell Dr.
Goldsboro NC 27534
Advisors at this office
6
Advisors at this office
James M
Series 63, Series 65
Goldsboro, NC
First Command Advisory Services
James Maples is a financial advisor with First Command Advisory Services in Goldsboro, NC. He holds Series 63 and 65 licenses and has one year of industry experience. Prior to his advisory role, he served 11 years in the United States Air Force and currently serves as a maintenance supervisor with the Air Force Reserves. First Command Advisory Services is an SEC-registered investment adviser that serves individual, 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 managed by a centralized Investment Management Team.
William G
Series 66
Goldsboro, NC
First Command Advisory Services
William Goggin is a financial advisor with First Command Advisory Services, holding a Series 66 credential and seven years of industry experience. He has worked at First Command in multiple capacities since 2019 and has served in the United States Air Force since 1997. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Zachary L
Series 66
Goldsboro, NC
First Command Advisory Services
Zachary Loraine is a financial advisor with First Command Advisory Services who holds a Series 66 designation and has 11 years of industry experience. He has been with First Command Advisory Services and its affiliated entities since 2015, including First Command Financial Planning Inc. and First Command Insurance Services Inc. 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 provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios and select third-party managers.
Johnathan G
Series 63, Series 65
Goldsboro, NC
First Command Advisory Services
Johnathan Gaynor is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has no prior advisory industry experience but served 21 years in the United States Air Force before joining First Command in 2025. 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 and third-party managers.
Casper N
Series 66
Goldsboro, NC
First Command Advisory Services
Casper Nathe is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and has prior work experience with First Command Insurance Services, First Command Brokerage Services, and served six years in the United States Air Force. 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 various wrap-fee asset management programs that utilize model portfolios and third-party managers selected by an internal Investment Management Team.
Michael D
Series 63, Series 65
Goldsboro, NC
First Command Advisory Services
Michael Daly is a financial advisor at First Command Advisory Services with 21 years of industry experience. He has been with First Command-affiliated firms since 2005 and holds Series 63 and Series 65 licenses. Daly serves as a board member for Vet Partners, a nonprofit organization supporting veterinary practice consultants and professionals. 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 comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select model portfolios and third-party managers.
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