Lakisha Brown
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 2026 to now
- First Command Financial Services, IncJan 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Advisors LLCAug 2024 to now
- Cetera Financial Specialists LLCAug 2024 to now
- Cetera Investment Services LLCAug 2024 to now
- Cetera Wealth Services, LLCAug 2024 to now
- Advantax Advisory ServicesOct 2021 to now
- Uber/door DashJan 2020 to now
- Avantax Insurance Agency And/or Avantax Insurance Services.Oct 2021 to Sep 2025
- Avantax Investment Services IncOct 2021 to Sep 2025
- First CommandDec 2014 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
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
- 5831038
- Firm CRD
- 281958