Harli Danielle Smith

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

• 08/2017 → 03/2019
  Money Concepts International
  Del Rio, TX
• 01/2018 → 04/2018
  Liberty Tax
  Del Rio, TX
• 09/2016 → 04/2019
  Online Training Solutions
  Woodland Park, CO
• 04/2015 → 05/2018
  Usa Shooting
  Colorado Springs, CO
• 02/2017 → 08/2017
  Laughlin Air Force Base Youth Center
  Del Rio, TX
• 03/2019 → 05/2019
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL
• 01/2019 → 03/2019
  Usa Shooting
  Colorado Springs, CO
• 05/2019 → Present
  First Command Financial Planning, Inc.
  Mildenhall

Other Businesses

Name of the other business: Rental Home - Managed by All Seasons Property Management ; Whether the business is investment-related: No ; Address of the other business: 3717 Rio Vista Way Klamath Falls, OR 97603 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Landlord/Owner ; The start date of your relationship: 04/01/19 ; The approximate number of hours/month you devote to the other business: 1 - 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: Own property and have a renter in the home, but we pay a property manager to take care of the property/collect rent etc

Exams

• S66 Uniform Combined State Law Examination
  2019-09-24
• S63 Uniform Securities Agent State Law Examination
  2019-03-12

Other Names

• Harli Danielle Bowers