Finley Charlery
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.Aug 2026 to now
- First Command Insurance Services, Inc.Aug 2026 to now
- First Command Brokerage Services, Inc.Oct 2025 to now
- V2xSep 2019 to now
- NatechMay 2025 to Jul 2026
- MilvetsJul 2021 to May 2025
- Retired US MilitaryJun 2017 to Sep 2019
- CsxJul 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8174229
- Firm CRD
- 281958