Yareli Roudybush
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.
- First Command Advisory Services , Inc.Jan 2024 to now
- First Command Brokerage Services, IncJan 2024 to now
- First Command Insurance Services , Inc.Jan 2024 to now
- First Command Brokerage Service IncSep 2023 to Jan 2024
- University of Arizona Global CampusJun 2022 to Aug 2023
- Alaska USAApr 2022 to Jun 2022
- Dhi TitleApr 2021 to Apr 2022
- Wells FargoJul 2018 to Apr 2021
- Cash 1Jun 2017 to Jul 2018
- WalmartNov 2016 to May 2017
- Dairy QueenSep 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7805011
- Firm CRD
- 281958