David Alan Slater

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

• 12/2015 → Present
  First Command Advisory Services
  Fort Worth, TX
• 01/2016 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 01/2016 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 09/2024 → Present
  Middlebury Institute Of International Studies
  Monterrey, CA
• 03/2026 → Present
  Middlebury Institute Of International Studies
  Monterrey, CA

Other Businesses

(1) Name of the other business: Enabling Peace in Iraq Center Whether the business is investment-related: No Address of the other business: 1140 3rd St. NE, 2nd Floor, Washington, DC 20002 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Member, Board of Directors The start date of your relationship: 01/01/14 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: I assist in guiding the overall direction of EPIC through conference calls and annual meetings. In addition, I seek out donations for EPIC, assist other board members with projects which will expand EPIC's footprint in the US and Iraq, and coordinate projects of my own. (2) Name of the other business: Personal Rental Property ; Whether the business is investment-related: No ; Address of the other business: 2755 Sea Glass Ave Marina, CA 93933 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Owner/Landlord ; The start date of your relationship: 12/15/2020 ; 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: None ; Briefly describe your duties relating to the other business: Perform duties of a landlord - find tenant and maintain/fix house as necessary. (3) Name of the other business: Middlebury Institute of International Studies Whether the business is investment-related: No Address of the other business: 460 Pierce Street, Monterey, CA 93940 Nature of the other business: Education/Training Your position, title, or relationship with the other business: Graduate Assistant The start date of your relationship: Mar 04, 2026 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: 1 to 5 Briefly describe your duties relating to the other business: Currently a graduate student at the Middlebury Institute of International Studies. Will assist Professor of Trade Law and Import/Export Compliance in research.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-30

Designations

• Certified Financial Planner

Other Names

• David Slater