Samuel Louis Furna

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

• 11/2023 → 07/2024
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 05/2019 → 04/2024
  Coastal Equipment Rentals
  Morehead City, NC
• 03/2018 → 03/2020
  Uber
  Raleigh, NC
• 03/2018 → 12/2018
  Lyft
  Raleigh, NC
• 10/2017 → 11/2017
  Planet Fitness
  Raleigh, NC
• 10/2017 → 03/2018
  Ppg Industries
  Raleigh, NC
• 08/2010 → 11/2017
  United States Army
  Schofield Barracks, HI
• 09/2020 → Present
  Furna Brothers Investments Llc.
  Newport, NC
• 07/2024 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 07/2024 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 07/2024 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

Name of the other business: Furna Brothers Investments LLC ; Whether the business is investment-related: Yes ; Address of the other business: 229 Salt Meadow Lane, Newport, NC 28570 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Owner/Partner ; The start date of your relationship: Sep 09, 2020 ; 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 own half of the partnership, responsibilities include property management, bookkeeping, investments with excess capital, and limited client engagement

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-10
• S63 Uniform Securities Agent State Law Examination
  2024-05-20

Other Names

• Samuel Furna