Eder Bracamontes helguera
Investment adviser representative at First Command Advisory Services
10 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
10 years in the industry.
- First Command Advisory Services, Inc.May 2026 to now
- First Command Brokerage Services, Inc.May 2026 to now
- First Command Insurance Services, Inc.May 2026 to now
- LPL Financial LLCJun 2025 to May 2026
- N/aMar 2025 to Jun 2025
- EquitableDec 2021 to Feb 2025
- Equitable Advisors, LLCJul 2018 to Feb 2025
- AXA Advisors, LLCJul 2018 to Jun 2020
- UberMay 2018 to Jan 2021
- Lincoln Financial SecuritiesSep 2017 to Jun 2018
- Staffing Texas LLCJan 2017 to Feb 2018
- Sam Houston UniversityMay 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2022
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
- 6822232
- Firm CRD
- 281958