Charles Alexander Mclendon
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 ServicesAug 2022 to now
- First Command Brokerage ServicesFeb 2021 to now
- Saltcellar/uptown GroupSep 2021 to Oct 2022
- Dissident SoapsSep 2021 to Jan 2022
- Cannon Brewpub/valley HospitalityFeb 2019 to Sep 2021
- UnemployedDec 2018 to Feb 2019
- Macon Beer CompanySep 2018 to Dec 2018
- Cannon BrewpubOct 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7336136
- Firm CRD
- 281958