Diana Fernandez
Investment adviser representative at First Command Advisory Services
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- First Command Advisory ServicesApr 2026 to now
- First Command Financial ServicesApr 2026 to now
- Amerant Investments, Inc.Dec 2023 to Apr 2026
- UnemployedMar 2022 to Dec 2023
- Morgan Stanley Smith BarneyJun 2009 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 3035366
- Firm CRD
- 281958