Sherrie Lynn Keylon
Investment adviser representative at First Command Advisory Services
2 yearsExperience
1 stateRegistered in
$24.4BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
2 years in the industry.
- First Command Advisory ServicesApr 2022 to now
- LPL Financial, LLCSep 2018 to now
- The Public Utility Commission of TexasApr 2018 to Sep 2018
- The Home DepotOct 2017 to Apr 2018
- Elk Electric IncAug 2017 to Dec 2023
- UnemployedOct 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1667273
- Firm CRD
- 281958