Kevin Lee Carey
Investment adviser representative at First Command Advisory Services
31 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
31 years in the industry.
- First Command Advisory Services, Inc.Apr 2024 to now
- First Command Insurance Services, Inc.Apr 2024 to now
- First Command Brokerage Services, Inc.Apr 2023 to now
- Deloitte Consulting LLPJul 2018 to Apr 2024
- United States NavyFeb 1995 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7722080
- Firm CRD
- 281958