Ryan Derek Holbert
Investment adviser representative at First Command Advisory Services
12 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
12 years in the industry.
- First Command Advisory Services, Inc.Mar 2026 to now
- First Command Brokerage Services, Inc.Mar 2026 to now
- First Command Insurance Services, Inc.Mar 2026 to now
- Cambridge Investment Research Advisors, Inc.Sep 2025 to Feb 2026
- Cambridge Investment Research, Inc.Sep 2025 to Feb 2026
- UnemployedFeb 2025 to Aug 2025
- Pruco Securities, LLC.Jan 2022 to Jan 2025
- Prudential Insurance Company of AmericaJan 2022 to Jan 2025
- UnemployedNov 2020 to Dec 2021
- TIAAAug 2014 to Oct 2020
- TIAA-CREF Individual & Institutional Services, LLCAug 2014 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 4626973
- Firm CRD
- 281958