Danielle M Sanchez

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

• 05/2019 → 01/2020
  Unemployed
  Simi Valley, CA
• 04/2017 → 01/2019
  Bank Of America
  Thousand Oaks, CA
• 12/2015 → 04/2017
  Bank Of America
  Pleasant Hill, CA
• 02/2019 → 05/2019
  Liberty Union High School District
  Brentwood, CA
• 04/2019 → 05/2019
  Mitchell Katz Winery
  Livermore, CA
• 06/2019 → 01/2020
  First Command
  Fort Worth, TX
• 01/2020 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 01/2020 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 01/2020 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-11-22

Other Names

• Danielle Marie Norris