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Valerie Hardaway Malley

Valerie H. Malley

FIRST COMMAND ADVISORY SERVICES
Springfield, VA
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CRD#: 6938306
Valerie Hardaway Malley

Professional summary


Valerie Hardaway Malley, CFP®, who also goes by Valerie Wood Hardaway, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Springfield, Virginia and FIRST COMMAND BROKERAGE SERVICES, INC. located in Springfield, Virginia.

Valerie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Valerie has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Valerie Wood Hardaway

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.
(1 )Name of the other business: Rover Whether the business is investment-related: Yes Address of the other business: Springfield, VA Nature of the other business: Other OBA Your position, title, or relationship with the other business: Pet sitting The start date of your relationship: 09/2018 The approximate number of hours/month you devote to the other business: 1 - 5 The number of hours you devote to the other business during securities trading hours: 6 - 10 Briefly describe your duties relating to the other business: Watch dogs for friends/neighbors. To protect myself I have them pay through the rover app which provides liability insurance. Pets stay in my house and only take pets that can stay home during day by themselves. Mainly watch during weekends and holidays. (2)Name of the other business: One Life Fitness Whether the business is investment-related: No Address of the other business: 9250 Old Keene Mill Road Burke, VA. 22105 Nature of the other business: Employment Your position, title, or relationship with the other business: Group Fitness Instructor The start date of your relationship: 11/16/18 The approximate number of hours/month you devote to the other business: 1 - 5 The number of hours you devote to the other business during securities trading hours: 11 - 20 Briefly describe your duties relating to the other business: Teach group fitness classes (3) Name of the other business: OneLife Fitness Whether the business is investment-related: No Address of the other business: 9250 Old Keene Mill Road, Burke, VA. 22015 Nature of the other business: Employment Your position, title, or relationship with the other business: Group Fitness Instructor The start date of your relationship: Jul 14, 2014 The approximate number of hours/month you devote to the other business: 11 to 20 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Teach group fitness classes at OneLife Fitness in Burke, VA. 5 hours per week. (4) Name of the other business: Rental Property in another state Whether the business is investment-related: No Address of the other business: 5690 South Quatar Court, Centennial, CO. 80015 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Property owner The start date of your relationship: Jul 31, 2008 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: 1 to 5 Briefly describe your duties relating to the other business: Property owned by Malley living trust. Trustees are my husband Michael Malley and myself Valerie Malley. Property is located in Aurora, Colorado. Managed by a property management team (Stars and Strips Property Management). I only communicate with property managers, not tenants. Do not rent to clients.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Valerie Hardaway Malley'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®

Start date: 2022

Experience


Current

November 8, 2018 - Present

FIRST COMMAND ADVISORY SERVICES

Office #2: 12150 Monument Drive Suite 500, Fairfax, VA 22033
RIA
CRD#: 281958
Springfield, VA
Current

July 23, 2018 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

Office #2: 12150 Monument Drive Suite 500, Fairfax, VA 22033
BD
CRD#: 3641
Springfield, VA

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".
FC
FIRST COMMAND ADVISORY SERVICES
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.
RR
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

RR
Arizona
(7/6/2022)
RR
Colorado
(6/20/2019)
RR
Delaware
(12/16/2024)
RR
District of Columbia
(11/8/2018)
RR
Florida
(8/17/2021)
RR
Maryland
(11/8/2018)
RR
Montana
(11/11/2024)
RR
North Carolina
(10/13/2021)
RR
Pennsylvania
(8/26/2025)
RR
Tennessee
(7/7/2025)
RR
Texas
(9/16/2024)
IAR
Texas
(9/16/2024)
RR
Virginia
(11/8/2018)
IAR
Virginia
(11/8/2018)
RR
Washington
(8/26/2024)
RR
West Virginia
(8/27/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/1/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FC
FIRST COMMAND ADVISORY SERVICES
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP PROGRAM BROCHURE (10/30/2024)

Regulatory assets under management


Total Number of Accounts110,166
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.

Company Information


FIRST COMMAND ADVISORY SERVICES

CRD#: 281958Springfield, VA

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