David K. Belanger

FIRST COMMAND ADVISORY SERVICES

Round Rock, TX

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CRD#: 4055686

Professional summary

David Kelly Belanger, CFP®, who also goes by David K Belanger, David Kelly Belanger, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Round Rock, Texas and FIRST COMMAND BROKERAGE SERVICES, INC. located in Fort Worth, Texas.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. David has worked at 14 firms and has passed the Series 66, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 4, Series 53, Series 24, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David K Belanger | David Kelly Belanger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

RENTAL PROPERTY; INV RELATED; PHOENIX, AZ; 100% OWNERSHIP; START 7/29/2016; 1 HOUR PER MONTH, 0 DURING TRADING; OWNER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Kelly Belanger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

January 16, 2025 - Present

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

Round Rock, TX

Current

January 16, 2025 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

Office #1: 1 Firstcomm Plaza, Fort Worth, TX 76109

CRD#: 3641

Fort Worth, TX

Past

October 23, 2023 - January 14, 2025

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

San Antonio, TX

Past

October 23, 2023 - January 14, 2025

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

San Antonio, TX

Past

August 12, 2022 - October 18, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

Tempe, AZ

Past

July 27, 2022 - October 18, 2023

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

November 30, 2021 - June 15, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

COLUMBIA, SC

Past

November 30, 2021 - June 15, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

COLUMBIA, SC

Past

June 22, 2016 - November 9, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

DALLAS, TX

Past

June 22, 2016 - November 9, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DALLAS, TX

Past

April 15, 2014 - June 14, 2016

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

April 15, 2014 - June 14, 2016

OSAIC SERVICES, INC.

CRD#: 133763

SCOTTSDALE, AZ

Past

April 15, 2014 - June 14, 2016

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

April 15, 2014 - June 14, 2016

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

January 15, 2013 - March 26, 2014

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. PETERSBURG, FL

Past

January 11, 2013 - March 26, 2014

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

June 28, 2012 - January 9, 2013

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

DES MOINES, IA

Past

April 21, 2011 - June 12, 2012

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

PHOENIX, AZ

Past

April 11, 2011 - June 12, 2012

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

PHOENIX, AZ

Past

September 23, 2010 - April 6, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHANDLER, AZ

Past

September 23, 2010 - April 6, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHANDLER, AZ

Past

May 11, 2010 - September 27, 2010

OSAIC SERVICES, INC.

RIA

CRD#: 133763

PHOENIX, AZ

Past

January 4, 2010 - September 27, 2010

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

January 4, 2010 - September 27, 2010

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

December 4, 2009 - September 27, 2010

OSAIC SERVICES, INC.

CRD#: 133763

PHOENIX, AZ

Past

September 5, 2007 - June 19, 2009

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

ENGLEWOOD, CO

Past

February 7, 2000 - June 19, 2009

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ENGLEWOOD, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942

RIA

Registered Investment Advisory firm - (7/28/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(1/16/2025)

IAR

Texas
(1/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/27/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/15/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/4/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 8/27/2012

Registered Options Principal Examination

Principal/Supervisory Exam

Series 53

Date: 7/19/2012

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/1/2010

General Securities Principal Examination

Principal/Supervisory Exam

Series 9

Date: 4/4/2007

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 3/7/2007

General Securities Sales Supervisor - General Module Examination

SRO Registrations

FINRA

Current Firm

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942

RIA

Registered Investment Advisory firm - (7/28/2005 Approved)

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Contact information

Main Address

1 Firstcomm Plaza, Fort Worth, TX 76109

Mailing Address

Po Box 2387, Fort Worth, TX 76113-2387

Phone number

(817) 731-8621

Established

Firm type

Fiscal year end

# of Employees

1,787

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP PROGRAM BROCHURE (10/30/2024)

DESCRIPTION OF SERVICES (10/30/2024)

Regulatory assets under management

Total Number of Accounts	110,166
AUM (Assets Under Management)	$ 22,090,760,499

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David K. Belanger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Kelly Belanger's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST COMMAND BROKERAGE SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WOODBURY FINANCIAL SERVICES, INC.

OSAIC SERVICES, INC.

OSAIC WEALTH, INC.

FSC SECURITIES CORPORATION

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

VOYA FINANCIAL ADVISORS, INC.

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

OSAIC SERVICES, INC.

OSAIC WEALTH, INC.

FSC SECURITIES CORPORATION

OSAIC SERVICES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

FIRST COMMAND ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 8/27/2007

Series 63

Date: 1/15/2000

Series 52TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 1/4/2000

Series 4

Date: 8/27/2012

Series 53

Date: 7/19/2012

Series 24

Date: 9/1/2010

Series 9

Date: 4/4/2007

Series 10

Date: 3/7/2007

FINRA

Current Firm

FIRST COMMAND ADVISORY SERVICES

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST COMMAND ADVISORY SERVICES

TRUST BUT VERIFY

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