Charlene Margaret May

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

• 10/2015 → 07/2017
  Smart & Savvy
  Stephenville, TX
• 07/2017 → 12/2017
  Lpl Financial, Llc
  Fort Worth, TX
• 07/2017 → 06/2018
  Strittmatter Wealth Management Group, Llc
  Fort Worth, TX
• 09/2018 → Present
  First Command
  Fort Worth, TX

Previous Registrations

• 2017-08-24 → 2017-12-21
  Lpl Financial Llc
  Fort Worth, TX
• 2014-11-06 → 2015-10-06
  Pnc Managed Account Solutions, Inc.
  Dallas, TX
• 2014-04-10 → 2014-09-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plano, TX
  Plano, TX
  Dallas, TX
• 2010-03-05 → 2014-04-02
  Charles Schwab & Co., Inc.
  San Antonio, TX
• 2007-05-18 → 2010-02-23
  Usaa Financial Planning Services
  San Antonio, TX

Other Businesses

Name of the other business: Rodan+Fields Whether the business is investment-related: No Address of the other business: 5525 Baker Creek Road Fort Worth, TX 76126 Nature of the other business: Multi-Level Marketing Your position, title, or relationship with the other business: Independent Consultant The start date of your relationship: 10/03/12 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: None Briefly describe your duties relating to the other business: Sale of skincare products to friends and family

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-16
• S63 Uniform Securities Agent State Law Examination
  2006-01-23

Other Names

• Charlene Margaret Lietz