Lisa Anne Mullinax
Investment adviser representative at First Command Advisory Services
34 yearsExperience
2 statesRegistered in
$24.4BFirm assets
21 yearsFirm in business
Are you Lisa Anne Mullinax? 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
34 years in the industry.
- First Command Advisory ServicesJan 2023 to now
- First Command Insurance ServicesJan 2023 to now
- US Army ReserveJan 2023 to now
- First Command Brokerage ServicesMar 2022 to now
- Kansas Army National GuardJul 1992 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 7544878
- Firm CRD
- 281958