Tampa, FL East Kennedy Blvd Office

Team
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First Command Advisory Services

Enterprise

Firm-wide stats for First Command Advisory Services

Total advisors

1,034

Across 280 offices

Clients per advisor

110 High

Avg AUM per client

$214,697 Very Low

HNW client ratio

3% Low

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

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing

Based on First Command Advisory Services

Occupation focus

Self-Employed

Based on First Command Advisory Services

Demographic focus

Young Professionals

Based on First Command Advisory Services

Location

501 East Kennedy Blvd, Ste 600

Tampa FL 33606

Advisors at this office

11

Advisors at this office

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Keri F

Series 63, Series 65

Tampa, FL

First Command Advisory Services

Keri Finkenbinder is a financial advisor with First Command Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining First Command, she worked at Kennedy Park Wealth Management and Turtle Nest Planning. She is also the owner of OJAS Wealth Management, an advisory business based in Tampa. 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 that selects from prescreened third-party managers.

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

Eric S

Series 63, Series 66

Tampa, FL

First Command Advisory Services

Eric Soto is a financial advisor at First Command Advisory Services with Series 63 and Series 66 credentials and two years of industry experience. Prior to his advisory role, he served in the U.S. Army for six years. 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 model portfolios and third-party managers selected by 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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Troy G

Series 63, Series 65

Tampa, FL

First Command Advisory Services

Troy Goss is a financial advisor with First Command Advisory Services in Tampa, FL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to his advisory career, he served in the United States Marine Corps for sixteen years. 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 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
user avatar

Carlos T

Series 63, Series 65

Tampa, FL

First Command Advisory Services

Carlos Torres Figueroa is a financial advisor with First Command Advisory Services in Tampa, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. He has served in the United States Air Force since 2003 and is currently on terminal leave as a Master Sergeant prior to his official retirement. First Command Advisory Services is an SEC-registered investment adviser that primarily serves active-duty service members, their families, and other individual, corporate, and charitable clients. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by 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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Claudio R

Series 63, Series 65

Tampa, FL

First Command Advisory Services

Claudio Rodriguez is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and two years of industry experience. Prior to his current role, he served 27 years as a Logistic Officer in the U.S. Army. He is also the owner and manager of ROD F.A.N.S LLC, where he oversees expenditure and equipment maintenance. 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.

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

Abby R

Series 66

Tampa, FL

First Command Advisory Services

Abby Randall is a financial advisor with First Command Advisory Services in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to joining First Command, she worked with Kennedy Park Wealth Management and the Hillsborough County School District. She is also the owner and manager of Premier Financial Planning, LLC, an independent contractor business. 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.

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

CFP®, Series 63, Series 65

Tampa, FL

First Command Advisory Services

Matthew Hembree is a CFP® professional with 19 years of industry experience, currently serving at First Command Advisory Services since 2015. He has worked within the First Command organization since 2006. Outside of advising, he is president of Dawg Bones Inc., a business he has led since 2013. First Command Advisory Services is an SEC-registered adviser focused on individual, corporate, and charitable clients, with a specialization in active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through an in-house 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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Stephanie C

Series 66

Tampa, FL

First Command Advisory Services

Stephanie Caro is a Series 66 licensed financial advisor with First Command Advisory Services in Tampa, FL. She has four years of industry experience and has been associated with various First Command entities since 2021. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor investment options from approved universes.

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

CFP®, Series 63, Series 66

Tampa, FL

First Command Advisory Services

Michael Cantu is a CFP®-certified financial advisor with over 10 years of industry experience, currently practicing at First Command Advisory Services. His prior experience includes roles at First Command Financial Services and Securian Financial Services. Outside of his advisory work, he owns and operates an ecommerce business and serves as CEO of Kennedy Park Wealth Management LLC. First Command Advisory Services is an SEC-registered firm serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined, prescreened approach to manager selection.

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

Series 66

Tampa, FL

First Command Advisory Services

Melina Clark is a financial advisor at First Command Advisory Services with five years of industry experience. She holds a Series 66 designation and has been with First Command in various capacities since 2020. Prior to her advisory career, she worked in retail positions at Aldi and EDEKA. 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 through a centralized investment team and wealth portfolio managers.

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

Brad R

Series 66

Tampa, FL

First Command Advisory Services

Brad Randall is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds the Series 66 designation and has worked in various roles at First Command-related entities since 2018. Prior to this, he was employed at Jaguar of Tampa for two years. Randall is also president of Randall Financial Services LLC, a non-investment business used for tax purposes. 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 wrap-fee asset management programs using model portfolios and third-party managers selected by 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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