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Samantha Leann Carnahan

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.

  1. First Command Advisory Services, Inc.Dec 2025 to now
  2. First Command Insurance Services, Inc.Dec 2025 to now
  3. First Command Brokerage Services, Inc.Aug 2023 to now
  4. GriddlecakesSep 2023 to Sep 2024
  5. Lancaster County Workforce Development BoardJul 2019 to Jul 2020
  6. Anchor, Millersville UniversitySep 2018 to May 2019
  7. Millersville UniversityAug 2018 to May 2020
  8. Cracker BarrelJul 2018 to Jul 2023
  9. U.S. ArmyOct 2016 to Jul 2026
  10. Valley Forge Military CollegeMay 2016 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (NV).

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
7802655
Firm CRD
281958
Advisor's SEC record (opens in a new tab)
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