David Alan Slater
Investment adviser representative at First Command Advisory Services
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$24.4BFirm assets
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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
11 years in the industry.
- Middlebury Institute of International StudiesSep 2024 to now
- First Command Financial Planning, Inc.Jan 2016 to now
- First Command Insurance Services, Inc.Jan 2016 to now
- First Command Advisory ServicesDec 2015 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6481744
- Firm CRD
- 281958