David H Cortez
Investment adviser representative at First Command Advisory Services
10 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
10 years in the industry.
- First Command Advisory Services, Inc.Jul 2026 to now
- First Command Brokerage Services, Inc.Jul 2026 to now
- First Command Insurance Services, Inc.Jul 2026 to now
- SelfMar 2026 to Jul 2026
- Wells Fargo Clearing Services, LLCAug 2024 to Feb 2026
- Wells Fargo Bank, NAJul 2024 to Feb 2026
- Edward JonesApr 2022 to May 2024
- Foothills Community Christian SchoolJun 2019 to Apr 2022
- Great Falls Public SchoolsJan 2018 to Jun 2019
- Self EmployedOct 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4482836
- Firm CRD
- 281958