Rita Michele Carter

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

• 07/2025 → 02/2026
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 12/2022 → 09/2025
  Department Of Energy, Us Government
  Germantown, MD
• 09/2018 → 12/2022
  Gunter Afb
  Montgomery, AL
• 10/2015 → 09/2018
  United States Air National Guard, Dannelly Field
  Montgomery, AL
• 06/2024 → Present
  Lifewave
  San Diego, CA
• 02/2026 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 02/2026 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 02/2026 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

Name of the other business: Lifewave Whether the business is investment-related: No Address of the other business: 9775 Businesspark Avenue, Suite 150, San Diego, CA 92131 Nature of the other business: Multi-Level Marketing Your position, title, or relationship with the other business: Brand Partner The start date of your relationship: Jun 01, 2024 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: I sell stem cell patches to people who want them. I am not very active in this business but I am associated with it.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-25
• S63 Uniform Securities Agent State Law Examination
  2025-11-04

Other Names

• Rita Michele Walker
• Rita Michele Copeland