Ryan Derek Holbert

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 10/2020
  Tiaa
  Atlanta, GA
• 08/2014 → 10/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Atlanta, GA
• 01/2022 → 01/2025
  Prudential Insurance Company Of America
  Alpharetta, GA
• 01/2022 → 01/2025
  Pruco Securities, Llc.
  Alpharetta, GA
• 11/2020 → 12/2021
  Unemployed
  Alpharetta, GA
• 09/2025 → 02/2026
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 09/2025 → 02/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2025 → 08/2025
  Unemployed
  Alpharetta, GA
• 03/2026 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 03/2026 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 03/2026 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Previous Registrations

• 2025-09-16 → 2026-02-17
  Cambridge Investment Research Advisors, Inc.
  Alpharetta, GA
  Atlanta, GA
• 2022-02-03 → 2025-02-24
  Pruco Securities, Llc.
  Alpharetta, GA
  Minneapolis, MN
  Alpharetta, GA
  Newark, NJ
• 2014-08-13 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Atlanta, GA
• 2012-10-01 → 2014-08-07
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 2009-08-25 → 2012-10-01
  Chase Investment Services Corp.
  Palm Beach Gardens, FL
  Lake Park, FL
  Palm Beach Gardens, FL
• 2006-09-25 → 2009-07-02
  Raymond James & Associates, Inc.
  Palm Beach Gardens, FL
  West Palm Beach, FL
  West Palm Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2006-01-24