Brennan Laird
Investment adviser representative at First Command Advisory Services
12 yearsExperience
4 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
12 years in the industry.
- First Command Advisory Services, IncNov 2024 to now
- First Command Brokerage Services, IncNov 2024 to now
- First Command Insurance Services, IncNov 2024 to now
- US Army National GuardJan 2014 to now
- First Command Brokerage Service, Inc.Jul 2024 to Nov 2024
- UnemployedJan 2022 to Jul 2024
- Perk's Coffee ShotOct 2021 to Jan 2022
- UnemployedJul 2020 to Oct 2021
- WalmartMar 2020 to Jul 2020
- UnemployedJan 2020 to Mar 2020
- UpsDec 2019 to Jan 2020
- Oktibeha Sheriff's DepartmentOct 2018 to Jun 2019
- UnemployedDec 2017 to Oct 2018
- StudentAug 2012 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 4 states (FL, LA, PR, 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
- 7953605
- Firm CRD
- 281958