Finley Charlery - Financial Advisor in Fort Worth, TX

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:

Current Employers

First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2026-08-11

GA RA
APPROVED

Since 2026-08-11

Branch Locations

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

1640 Powers Ferry Road Bldg 24, Suite 100 , Marietta, GA 30067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
First Command Brokerage Services Inc	Fort Worth	TX	10/2025	08/2026
V2X	Hohenfels		09/2019	Present
Csx	Savannah	GA	07/2015	06/2017
Milvets	Fort Leavenworth	KS	07/2021	05/2025
Natech	Fort Leavenworth	KS	05/2025	Present
Retired Us Military	Gros Islet		06/2017	09/2019
First Command Brokerage Services, Inc.	Fort Worth	TX	08/2026	Present
First Command Advisory Services, Inc.	Fort Worth	TX	08/2026	Present
First Command Insurance Services, Inc.	Fort Worth	TX	08/2026	Present

10/2025 → 08/2026

First Command Brokerage Services Inc

Fort Worth, TX
09/2019 → Present

V2X

Hohenfels
07/2015 → 06/2017

Csx

Savannah, GA
07/2021 → 05/2025

Milvets

Fort Leavenworth, KS
05/2025 → Present

Natech

Fort Leavenworth, KS
06/2017 → 09/2019

Retired Us Military

Gros Islet
08/2026 → Present

First Command Brokerage Services, Inc.

Fort Worth, TX
08/2026 → Present

First Command Advisory Services, Inc.

Fort Worth, TX
08/2026 → Present

First Command Insurance Services, Inc.

Fort Worth, TX

Other Businesses

Name of the other business: Vertex Aerospace Whether the business is investment-related: No Address of the other business: 555 Industrial Dr S, Madison, Mississippi 39110 Nature of the other business: Military Your position, title, or relationship with the other business: Data Analyst The start date of your relationship: Sep 19, 2019 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Instruction & Communication: Develops numerous Power Point slide packets, spreadsheets, and video/audio products to facilitate After Action Reviews (AARs) and Take-Home Packages (THPs). Serves as a Warfighting Function Subject Matter Expert, providing detailed feedback and coaching to training units to enhance their planning, preparation, and execution against U.S. Army doctrine. Conducts high-level briefings and instruction on various topics to civilian peers, seniors, and military counterparts. Assists in complex exercise design and scenario development when required.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-07-06
S63	Uniform Securities Agent State Law Examination	2026-05-01

S65 Uniform Investment Adviser Law Examination

2026-07-06
S63 Uniform Securities Agent State Law Examination

2026-05-01

View on SEC IAPD