Landy Donnell Dunham

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

• 05/2024 → 09/2024
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 08/2016 → 08/2017
  The Joint Staff (Department Of Defense)
  Arlington, VA
• 08/2017 → 03/2021
  Alliancerx Walgreens Prime
  Orlando, FL
• 05/2021 → 04/2024
  Cvs Health
  Orlando, FL
• 09/2024 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 09/2024 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 09/2024 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-27
• S63 Uniform Securities Agent State Law Examination
  2024-08-05