Kelsey Brooke Graham
Investment adviser representative at First Command Advisory Services
11 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
11 years in the industry.
- First Command Insurance Services, Inc.Jun 2026 to now
- First Command Advisory Services, Inc.May 2026 to now
- First Command Brokerage Services, Inc.Sep 2025 to now
- UnemployedJul 2025 to Sep 2025
- Mes Inc.Aug 2024 to Jul 2025
- UnemployedMar 2024 to Aug 2024
- Jk CulinaryNov 2023 to Mar 2024
- UnemployedMay 2023 to Aug 2023
- Beach Camp BrewpubMar 2023 to May 2023
- The Ruby SlipperJul 2022 to Mar 2023
- UnemployedMay 2022 to Jul 2022
- Student Doctor of Physical TherapyJan 2022 to May 2022
- The Craft BarMay 2020 to Jan 2022
- Tally ThaiAug 2016 to Jan 2018
- Rockin' TacosFeb 2015 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 8168473
- Firm CRD
- 281958