Kelly A. O'day
Professional summary
Kelly A O'day, who also goes by Kelly Alaina Bobinger, Kelly A Taylor, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in San Antonio, Texas and FIRST COMMAND BROKERAGE SERVICES, INC. located in Great Falls, Montana.
Kelly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Kelly 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 Kelly A O'day's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 18, 2017 - Present
FIRST COMMAND ADVISORY SERVICES
Office #2: 410 Central Avenue Suite 522, Great Falls, MT 59401December 20, 2016 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 410 Central Avenue Suite 522, Great Falls, MT 59401Primary 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
(3/8/2021)
(5/6/2021)
(10/7/2024)
(9/17/2025)
(8/1/2025)
(5/6/2021)
(10/10/2024)
(10/14/2024)
(1/18/2017)
(1/5/2021)
(4/4/2025)
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 | 110,166 |
| AUM (Assets Under Management) | $ 22,090,760,499 |
Red Flags
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