Rachel Jane Hallowell
Investment adviser representative at First Command Advisory Services
27 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
27 years in the industry.
- First Command Advisory ServicesSep 2019 to now
- First Command Financial PlanningSep 2019 to now
- First Command Financial Services, Inc.Sep 2019 to now
- Murdock Banner Financial GroupJul 2018 to Aug 2019
- Cetera Advisors LLCMay 2018 to Aug 2019
- First Command Advisory ServicesDec 2015 to May 2018
- First Command Financial Services, Inc.Feb 2001 to May 2018
- First Command Financial Planning, Inc.Sep 1999 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2005
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
- 4023339
- Firm CRD
- 281958