Avel Elizondo

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 05/2019 → 11/2019
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 01/2019 → 04/2019
  Kings County Action Orginization
  Hanford, CA
• 07/2010 → 10/2016
  Department Of Defense
  San Diego, CA
• 09/2016 → 05/2019
  Brandman University
  Hanford, CA
• 11/2019 → 07/2022
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 11/2019 → 07/2022
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 11/2019 → 07/2022
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hanford, CA
• 08/2022 → Present
  Bank Of America, N.A.
  Hanford, CA

Previous Registrations

• 2019-09-11 → 2022-07-11
  First Command Advisory Services
  Lemoore, CA
  Fort Worth, TX

Other Businesses

the name of the other business; RENTAL PROPERTYwhether the business is investment-related; NOthe address of the other business; 1576 HARTLEY DR, HANFORD, CA, 93230the nature of the other business; RENTAL PROPERTYyour position; LANDLORDtitle, or relationship with the other business; OWNERthe start date of your relationship; JUN 15TH, 2022the approximate number of hours/month you devote to the other business; 2 HR/ MTHthe number of hours you devote to the other business during securities trading hours; 0 HRand briefly describe your duties relating to the other business; DUTIES INCLUDE PERFORMING BI-MONTHLY INSPECTIONS AND CONTRACTING OUT REPAIRS ON THE RENTAL PROPERTY I*3295275 Entity Type: N/A Name of OBA: Rental Property 2 Address: Hanford, California, 93230 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 01/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: N/A

Exams

• S66 Uniform Combined State Law Examination
  2019-09-05

Other Names

• Abel Elizondo