Virginia Beach, VA Lynnhaven Pkwy Office
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First Command Advisory Services
Enterprise
Firm-wide stats for First Command Advisory Services
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
Based on First Command Advisory Services
Location
780 Lynnhaven Pkwy, Ste. 100
Virginia Beach VA 23452
Advisors at this office
8
Advisors at this office
Alexander A
Series 63, Series 65
Virginia Beach, VA
First Command Advisory Services
Alexander Aponte is a financial advisor with First Command Advisory Services in Virginia Beach, VA, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background that includes eight years of service in the United States Coast Guard. He is also involved in the Active Reserve Program SELRES. 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 various financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.
Wyatt M
Series 65, Series 63
Virginia Beach, VA
First Command Advisory Services
Wyatt Mc Gowan is a financial advisor with First Command Advisory Services in Virginia Beach, VA, holding Series 63 and Series 65 licenses and possessing two years of industry experience. Prior to his advisory career, he served five years in the U.S. Navy. Mc Gowan has worked across several related entities within the First Command group since 2023. 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, employing a centralized Investment Management Team to design and monitor model portfolios using a select universe of funds and third-party managers.
Zackary N
CFP®, Series 66
Virginia Beach, VA
First Command Advisory Services
Zackary Nelson is a financial advisor with First Command Advisory Services in Virginia Beach, VA. He holds the CFP® designation and Series 66 license, with six years of industry experience. Prior to joining First Command, he served seven years in the US Navy. First Command Advisory Services, an SEC-registered investment adviser, 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.
Garry D
Series 66
Virginia Beach, VA
First Command Advisory Services
Garry Dilday is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and previously worked for Leidos for twelve years. 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, delivering investment management through a centralized team that selects model portfolios and third-party managers from prescreened lists.
Kecia D
ChFC®, Series 63, Series 65
Virginia Beach, VA
First Command Advisory Services
Kecia Dilday is a financial advisor with First Command Advisory Services in Virginia Beach, VA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 12 years of industry experience, having worked with First Command-affiliated firms since 2014. 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 comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary authority.
Jason H
Series 65, Series 63
Virginia Beach, VA
First Command Advisory Services
Jason Hopkins is a financial advisor with First Command Advisory Services in Virginia Beach, VA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory roles, Hopkins served 22 years as a Military Officer in the United States Coast Guard, where he has been a Strategic Advisor for the past four 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.
Harriett D
Series 66
Virginia Beach, VA
First Command Advisory Services
Harriett Dolan is a financial advisor with First Command Advisory Services in Virginia Beach, VA. She holds a Series 66 designation and has five years of industry experience, all with various entities within the First Command organization since 2015. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios.
Heather M
Series 66
Virginia Beach, VA
First Command Advisory Services
Heather Mc Kinstry is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services. She has been with First Command in various roles since 2017. Outside of advising, she serves as an Acute Hepatic Porphyria Ambassador for Alnylam Pharmaceuticals, sharing her personal experiences with the condition at events and training programs. 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 a centralized Investment Management Team to design and manage portfolios with a disciplined manager selection process.
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