Shawn Marie Feliciano
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.
- Iconquer Ms, RideJan 2023 to now
- First Command Advisory Services, Inc.Nov 2018 to now
- First Command Financial Planning, Inc.Nov 2018 to now
- First Command Insurance Services, Inc.Nov 2018 to now
- Accelerated Cure Project / PercoriOct 2015 to now
- NovartisJun 2014 to now
- First CommandJun 2018 to Nov 2018
- UnemployedJun 2018 to Jun 2018
- Asmundson Family VineyardsApr 2018 to May 2018
- Bbva Compass Insurance Agency, Inc.Sep 2017 to May 2018
- Bbva Securities Inc.Sep 2017 to May 2018
- Compass BankSep 2017 to May 2018
- AXA AdvisorsApr 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NM).
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
- 5574523
- Firm CRD
- 281958