Emily C Palmer
Investment adviser representative at First Command Advisory Services
12 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
12 years in the industry.
- First Command Advisory ServicesFeb 2025 to now
- First CommandSep 2024 to now
- Morgan StanleyJul 2022 to now
- TIAANov 2017 to Jul 2022
- TIAA-CREF Individual & Institutional Services, LLCNov 2017 to Jul 2022
- Scottrade Investment ManagementMay 2014 to Nov 2017
- Scottrade, Inc.May 2014 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State 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
- 4450082
- Firm CRD
- 281958