Troy Franco Liddi
Investment adviser representative at First Command Advisory Services
33 yearsExperience
2 statesRegistered in
$24.4BFirm assets
21 yearsFirm in business
Are you Troy Franco Liddi? Claim your profile
Contact this firm
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
33 years in the industry.
- First Command Insurance Services, Inc.Apr 2025 to now
- First Command Advisory Services, Inc.Mar 2025 to now
- First Command Brokerage Services, Inc.Feb 2025 to now
- Consortium Training & ConsultingJan 2025 to now
- LegalshieldMar 2012 to now
- Knights of Columbus Asset Advisors LLCFeb 2021 to Jan 2025
- Knights of ColumbusSep 2018 to Jan 2025
- N/aJul 2018 to Aug 2018
- San Francisco State University Police DepartmentAug 2001 to Jul 2018
- United States Marine Corps ReserveDec 1992 to Jan 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2025
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
- 7328479
- Firm CRD
- 281958