Christine Cortes
Investment adviser representative at First Command Advisory Services
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.4BFirm assets
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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
12 years in the industry.
- First Command Advisory Services, Inc.Mar 2026 to now
- First Command Brokerage Services, Inc.Mar 2026 to now
- First Command Insurance Services, Inc.Mar 2026 to now
- Ameriprise Financial Services, LLCOct 2025 to Mar 2026
- Wells Fargo Clearing Services, LLCMar 2025 to Sep 2025
- PNC InvestmentsJun 2019 to Mar 2025
- State FarmFeb 2019 to May 2019
- Morgan Stanley Smith Barney LLCSep 2017 to Feb 2019
- CitigroupJun 2014 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 2457833
- Firm CRD
- 281958