Daniel
Smith

First Command Advisory Services

CRD#6131085
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Daniel Smith is a financial advisor who works out of Bonita Springs, Florida, who has 17 years in the industry. Smith currently works for First Command Advisory Services. During their career, the advisor has held roles at First Command Financial Planning, Us Marine Corps Reserves, Army National Guard, First Command Financial Planning, Inc, First Command Insurance Services, Inc and First Command Advisory Services. Smith holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Florida and Missouri. First Command Advisory Services is an advisory firm headquartered in Bonita Springs, Florida. The company has offices in 177 locations and a total of 906 advisors. It manages $12 billion in total assets across its 83,608 accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 20 charities and foundations. Of its 83,608 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees vary depending on which service is provided. Fees charged by First Command Advisory Services likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

9220 Bonita Beach Rd Suite 200-16
Bonita Springs, FL 34135

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First Command Advisory Services Brokerage Details

Total Assets Under Management

$12,981,871,776

FL Average: $3,042,739,679
Total Number of Employees

1,100

FL Average: 49
Total Number of Accounts

87,998

FL Average: 2,315
Average Account Size

$147,525

FL Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Daniel Smith Work History

Daniel has 17 years of experience.

2015 - Present (4 years)

First Command Advisory Services

2013 - Present (6 years)

First Command Financial Planning, Inc

2013 - Present (6 years)

First Command Insurance Services, Inc

2009 - Present (10 years)

Army National Guard

2012 - 2013 (1 year)

First Command Financial Planning

2001 - 2008 (7 years)

Us Marine Corps Reserves

Disclosures

Daniel Smith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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