Lilian R. Mesquita
Professional summary
Lilian Regina Mesquita, CFP®, who also goes by Lilian Regina Mesquita Mcdonald, Lilian Regina Mesquita, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Orlando, Florida and FIRST COMMAND BROKERAGE SERVICES, INC. located in Orlando, Florida.
Lilian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Lilian has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lilian Regina Mesquita's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
December 15, 2015 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 605 E Robinson St Ste 510, Orlando, FL 32801January 7, 2014 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 605 E. Robinson St. Suite 510, Orlando, FL 32801March 4, 2014 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
Primary Firm SEC Registration
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/3/2014)
(12/15/2015)
(10/28/2015)
(1/24/2022)
(9/28/2023)
(3/22/2022)
(4/10/2018)
(4/10/2018)
Exams
FINRA
Current Firm
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 113,591 |
| AUM (Assets Under Management) | $ 24,429,418,155 |
Red Flags
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