Monica M. Mckenna
Professional summary
Monica Marie Mckenna, who also goes by Monica Mayock, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Davie, Florida and FIRST COMMAND BROKERAGE SERVICES, INC. located in Weston, Florida.
Monica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Monica 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 Monica Marie Mckenna's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 12, 2018 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 12555 Orange Dr Suite 124, Davie, FL 33330January 30, 2018 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #2: 12555 Orange Dr Suite 241, Davie, FL 33330Primary 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
(4/25/2024)
(4/10/2019)
(7/29/2020)
(6/28/2023)
(1/10/2020)
(10/5/2022)
(11/19/2022)
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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Company Information
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958Davie, FL 33330TRUST BUT VERIFY
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