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Scottie Murray Custer

Investment adviser representative at First Command Advisory Services
11 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

11 years in the industry.

  1. First Command Insurance Services, Inc.Apr 2024 to now
  2. First Command Advisory Services, Inc.Mar 2024 to now
  3. First Command Brokerage Services, Inc.Jul 2023 to now
  4. Department of Defense, US ArmyMay 2015 to Nov 2023

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 (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
7781286
Firm CRD
281958
Advisor's SEC record (opens in a new tab)
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