Orlando, FL E Robinson St Office

Team
Updated today

Client AUM

$24,370,520,819

Clients

113,511

Advisors

6

Of 1,038 advisors across 280 offices

Location

605 E Robinson St Ste 510

Orlando FL 32801

Advisors at this office

6

Advisors at this office

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Camuel B

Series 65, Series 63

Orlando, FL

First Command Advisory Services

Camuel Buzan is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory role, he spent ten years at Tata Consultancy Services Corp. He is based in Orlando, FL. 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, delivering investment management through a centralized team that selects and monitors 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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William W

Series 63, Series 65

Orlando, FL

First Command Advisory Services

William Wilson is a financial advisor with First Command Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been affiliated with First Command Advisory Services and its related entities since 2010. Wilson is also the owner of William C Wilson & Associates, LLC, which operates as a DBA for his independent contractor activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, 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 featuring model portfolios, managed by a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened 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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Susan D

Series 63, Series 65

Orlando, FL

First Command Advisory Services

Susan Dixon is a financial advisor with First Command Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with First Command in various capacities since 2005 and is currently the proprietor and manager of Blessed Life Financial LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a long-standing 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 select and monitor 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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Landy D

Series 65, Series 63

Orlando, FL

First Command Advisory Services

Landy Dunham is an advisor at First Command Advisory Services with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining First Command, Dunham worked at CVS Health and AllianceRx Walgreens Prime, and served briefly with The Joint Staff in the Department of Defense. 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 wrap-fee asset management programs using model portfolios managed by an in-house Investment Management Team.

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

CFP®, Series 66

Orlando, FL

First Command Advisory Services

Lilian Mesquita is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving at First Command Advisory Services since 2015. She holds the Series 66 designation and is based in Orlando, FL. Outside of her advisory role, she serves as the president of a condominium association board. 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 managed 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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Robert B

Series 66

Orlando, FL

First Command Advisory Services

Robert Brogan is a financial advisor with First Command Advisory Services in Orlando, FL, holding a Series 66 credential and four years of industry experience. Prior to his current role, he served 29 years in the United States Army. He is a JROTC Scholarship Board Member for the Military Officers Association of America Central Florida Chapter, managing scholarship programs for local ROTC and JROTC units. First Command Advisory Services is an SEC-registered firm 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 through 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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