Mountain Home, ID N. Main St Office

Team
Updated today

Client AUM

$24,370,520,819

Clients

113,511

Advisors

2

Of 1,036 advisors across 281 offices

Location

290 N. Main St, Ste 1

Mountain Home ID 83647

Advisors at this office

2

Advisors at this office

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Robert L

Series 66

Mountain Home, ID

First Command Advisory Services

Robert Lane Jr. is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with First Command Advisory Services and has also worked within related First Command entities since 2016. Outside of his financial advisory work, he has been involved with Indian Summer Golf and Country Club for over a decade. 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, featuring model portfolios overseen 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
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Nicholas L

Series 63, Series 65

Mountain Home, ID

First Command Advisory Services

Nicholas Lee is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he served six years in the United States Air Force as a Fuels Supervisor, overseeing the logistics and safety of petroleum product distribution for mission-critical 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, utilizing a centralized Investment Management Team to 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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