Erin Elizabeth Doherty
Investment adviser representative at First Command Advisory Services
19 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
19 years in the industry.
- First Command Advisory Services, IncJun 2026 to now
- First Command Brokerage Services, IncJun 2026 to now
- Bsc Consulting LLCJan 2026 to May 2026
- Benefit Finance Securities, LLCApr 2025 to May 2026
- Bfp Securities, LLCApr 2025 to May 2026
- Benefit Finance Partners, LLCApr 2025 to Jan 2026
- M.S.H Capital AdvisorsSep 2024 to Apr 2025
- M. S. Howells & CoMar 2023 to Apr 2025
- Charles Schwab Premiere BankNov 2020 to Mar 2023
- Charles Schwab Trust BankJan 2019 to Mar 2023
- Charles Schwab BankApr 2016 to Mar 2023
- Charles Schwab & Co., Inc.Mar 2007 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 4576409
- Firm CRD
- 281958