FC
Finley Charlery
FIRST COMMAND ADVISORY SERVICES
Marietta, GA 30067
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CRD#: 8174229
FC
Finley CharleryFIRST COMMAND ADVISORY SERVICES
Professional summary
Finley Charlery is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Marietta, Georgia and FIRST COMMAND BROKERAGE SERVICES, INC. located in Marietta, Georgia.
Finley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Finley has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Aliases
None
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.
Name of the other business: Vertex Aerospace Whether the business is investment-related: No Address of the other business: 555 Industrial Dr S, Madison, Mississippi 39110 Nature of the other business: Military Your position, title, or relationship with the other business: Data Analyst The start date of your relationship: Sep 19, 2019 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Instruction & Communication: Develops numerous Power Point slide packets, spreadsheets, and video/audio products to facilitate After Action Reviews (AARs) and Take-Home Packages (THPs). Serves as a Warfighting Function Subject Matter Expert, providing detailed feedback and coaching to training units to enhance their planning, preparation, and execution against U.S. Army doctrine. Conducts high-level briefings and instruction on various topics to civilian peers, seniors, and military counterparts. Assists in complex exercise design and scenario development when required.
CRS (Client Relationship Summary) - RIA
Click below to view Finley Charlery's 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®
NoneExperience
Current
August 11, 2026 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 1640 Powers Ferry Road Bldg 24, Suite 100 , Marietta, GA 30067RIA
CRD#: 281958
Marietta, GA
Current
February 10, 2026 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 1640 Powers Ferry Rd Bldg 24, Suite 100, Marietta, GA 30067BD
CRD#: 3641
MARIETTA, GA
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
Georgia(8/10/2026)
IAR
Georgia(8/11/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/10/2026
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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)Loading...
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)
Regulatory assets under management
| Total Number of Accounts | 113,591 |
| AUM (Assets Under Management) | $ 24,429,418,155 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
