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Valerie Hardaway Malley

Investment adviser representative at First Command Advisory Services
4 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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

4 years in the industry.

  1. First Command Advisory Services, Inc.Nov 2018 to now
  2. First Command Financial Planning, Inc.Nov 2018 to now
  3. First Command Insurance Servies, IncNov 2018 to now
  4. RoverSep 2018 to now
  5. Onelife FitnessJul 2014 to now
  6. First CommandApr 2018 to Nov 2018
  7. Dla Ft. Belvoir Fitness CenterJul 2016 to Jun 2018
  8. Gold's GymJul 2014 to Dec 2022

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

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
6938306
Firm CRD
281958
Advisor's SEC record (opens in a new tab)
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