Rebecca Allen

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2022 → 04/2023
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 12/2013 → 02/2023
  United States Air Force
  Hurlburt Field, FL
• 04/2023 → 08/2023
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 04/2023 → 08/2023
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 04/2023 → 08/2023
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 03/2023 → 08/2023
  United States Air Force Reserve
  Hurlburt Field, FL
• 12/2025 → Present
  Mariner
  Overland Park, KS
• 08/2023 → 12/2025
  United States Air Force Reserve
  Hurlburt Field, FL
• 12/2025 → Present
  United States Air Force Reserve
  Hurlburt Field, FL

Previous Registrations

• 2023-05-16 → 2023-08-21
  First Command Advisory Services
  Fort Worth, TX
  Pensacola, FL

Other Businesses

Name of the other business: United States Air Force Reserve ; Whether the business is investment-related: No ; Address of the other business: 229 Cody Ave, Hurlburt Field, FL 32544 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Intelligence Officer ; The start date of your relationship: 3/1/2023 ; 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: I am an Individual Mobilization Augmentee in the United States Air Force Reserve. I will be completing my duties with the Air Force sporadically throughout the year. I do not have daily duties with them. I do research and analysis on a global scale to inform operational missions, personnel management, and training. United States Air Force; not investment related; Hurlburt Field, FL; military; Air Force Officer; start date 12/17/2013; 24 hours /month, 0 during trading hours; responsible for guiding operations support, managing personnel, and driving mission success of Air Force missions and activities worldwide.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-29
• S66 Uniform Combined State Law Examination
  2023-04-04

Other Names

• Rebecca Michele Chamberlain