Killeen, TX Levy Lane Office

Team
Updated today

Client AUM

$24,370,520,819

Clients

113,511

Advisors

8

Of 1,046 advisors across 282 offices

Location

3803 Levy Lane, Suite 104

Killeen TX 76542

Advisors at this office

8

Advisors at this office

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Humberto V

Series 66

Killeen, TX

First Command Advisory Services

Humberto Vasquez is a Series 66-registered advisor with First Command Advisory Services, bringing six years of industry experience. He has held roles at multiple First Command entities since 2019 and concurrently serves in the U.S. Army. First Command Advisory Services, Inc. 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, utilizing a centralized Investment Management Team to design and manage model portfolios.

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

Series 63, Series 65

Killeen, TX

First Command Advisory Services

Jaylynn Gibson is a financial advisor with First Command Advisory Services in Killeen, TX, holding Series 63 and Series 65 registrations. She has one year of industry experience and previously served five years in the U.S. Army. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and monitor model portfolios.

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

Series 66

Killeen, TX

First Command Advisory Services

Ramon Jimenez is a financial advisor with First Command Advisory Services in Killeen, TX, holding a Series 66 designation and four years of industry experience. He has worked with various First Command entities since 2021 and is also the owner of Epiphany Management Solutions, LLC and Epiphany Real Estate, LLC, where he oversees operations and financial management. Additionally, he serves as Treasurer of a small nonprofit, Thirsty People, and Secretary for the Rio Bravo Project, a nonprofit providing tutoring and Jiu-Jitsu to children in Juarez, Mexico. 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, using a structured approach that limits outside adviser involvement.

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

ChFC®, Series 66

Killeen, TX

First Command Advisory Services

Michael Mower is a financial advisor with First Command Advisory Services in Killeen, TX, holding ChFC® and Series 66 credentials and seven years of industry experience. Prior to his current roles within various First Command entities since 2018, he worked for Central Texas College from 2016 to 2021 and managed a music business for over a decade. He serves on the Central Texas College Foundation Board of Directors, assisting with scholarship fundraising. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis 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 using a disciplined model portfolio approach.

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

ChFC®, Series 66

Killeen, TX

First Command Advisory Services

Daniel Gonzalez is a ChFC® and Series 66–registered advisor with First Command Advisory Services in Killeen, TX. He has nine years of industry experience, all with First Command entities, including First Command Insurance Services and First Command Financial Planning. 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 model portfolios managed centrally by an 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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John C

Series 63, Series 65

Killeen, TX

First Command Advisory Services

John Corridon is a financial advisor with First Command Advisory Services in Killeen, TX. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to his current role, he held positions at various First Command entities and has work experience outside finance including roles at Home Depot and as a student. He also worked briefly in other industries including food service and property management. 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 managed centrally by an 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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Gavin P

Series 65, Series 63

Killeen, TX

First Command Advisory Services

Gavin Plowman is a financial advisor with First Command Advisory Services in Killeen, TX. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to entering financial services, he served in the U.S. Army. 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 managed centrally by an Investment Management Team and Wealth Portfolio Managers using a range of mutual funds, ETFs, 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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Byron R

Series 63, Series 65

Killeen, TX

First Command Advisory Services

Byron Rogers is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with First Command Advisory Services and First Command Financial Planning, Inc. since 2015. Outside of his advisory role, he owns an LLC that supports his First Command business operations. 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 that utilize 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
View complete list of advisors at this office
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