Sherrie Keylon
Sherrie Keylon is a registered investment advisor at First Command Advisory Services, based in Fort Worth, TX, with 34 years of industry experience. Sherrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.
Location
1 Firstcomm Plaza, Fort Worth, TX, 76109
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Regulatory History (2)
Financial
March 2018Financial
August 2017Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
First Command Brokerage Services, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Broadway Brokerage Services, INC.Broker
American Funds Distributors, INC.Broker
Fidelity Brokerage Services, INC.Broker
Fidelity Brokerage Services, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.