San Antonio, TX W Interstate 10 Office

Team
Updated today

Client AUM

$24,370,520,819

Clients

113,511

Advisors

5

Of 1,038 advisors across 280 offices

Location

6243 W Interstate 10, Suite 250

San Antonio TX 78201

Advisors at this office

5

Advisors at this office

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Eric Y

Series 66

San Antonio, TX

First Command Advisory Services

Eric Young is a Series 66-licensed financial advisor with First Command Advisory Services in San Antonio, TX, bringing eight years of industry experience. Prior to his advisory career, he served 31 years in the U.S. Navy. 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 using model portfolios and third-party managers selected by an internal 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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Mark S

Series 66

San Antonio, TX

First Command Advisory Services

Mark Swindell is a financial advisor with First Command Advisory Services in San Antonio, TX. He holds the Series 66 designation and has 12 years of industry experience. His work history includes roles at First Command Financial Planning, Inc., First Command Advisory Services, and First Command Insurance Services, Inc., where he has been employed since 2013. 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 provides financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by an internal 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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Hannah M

Series 66

San Antonio, TX

First Command Advisory Services

Hannah McArthur is a Series 66-licensed financial advisor with nine years of industry experience. She is currently affiliated with First Command Advisory Services and has been involved with First Command Insurance Services and Advisor Services since 2015. Outside of her advisory role, she owns and manages a tax preparation business and holds ownership positions in several real estate LLCs. 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, utilizing a centralized investment management team that selects model portfolios and third-party managers under discretionary authority.

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

Series 65, Series 63

San Antonio, TX

First Command Advisory Services

David Conrady is a financial advisor with First Command Advisory Services in San Antonio, TX, holding Series 65 and Series 63 licenses and bringing three years of industry experience. Prior to his advisory career, he served 24 years in the United States Navy. He is also the owner of Cielo Ridge Financial Services, an independent financial services LLC. 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 provides financial planning and a range of wrap-fee asset management programs managed through a centralized 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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Karen T

Series 66

San Antonio, TX

First Command Advisory Services

Karen Twitty is a Series 66-licensed financial advisor with First Command Advisory Services in San Antonio, TX, bringing five years of industry experience. Prior to joining First Command, she worked with the Department of Defense Education Activity and in educational roles. She is also a member of Twitty and Associates, a non-investment-related business. First Command Advisory Services provides financial planning and wrap-fee asset management programs primarily serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm employs a centralized investment management team and offers a range of model portfolios utilizing 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
View complete list of advisors at this office
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