Kimberly Lopez Cortez
Investment adviser representative at First Command Advisory Services
8 yearsExperience
2 statesRegistered 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
8 years in the industry.
- First Command Advisory Services , IncApr 2024 to now
- First Command Brokerage Services, Inc.Apr 2024 to now
- First Command Insurance Services , Inc.Apr 2024 to now
- Kimberly Lopez CortezJun 2021 to Mar 2024
- Walmart Neighborhood MarketJul 2020 to Sep 2020
- University of California, DavisSep 2016 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7804125
- Firm CRD
- 281958