ED
CFP
ED
CFP

Edward Daffron

22 Years of Experience
El Paso, TX
1 DisclosureBroker

Edward Daffron is a CFP-designated registered investment advisor at First Command Advisory Services, based in El Paso, TX, with 22 years of industry experience. Edward 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1015 advisors
Number of Clients
113,591 clients
Average Client Portfolio
$215K average
Assets Under Management
$24.4B

Fee Structure

Minimum Investment:$20K

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.

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Location

El Paso, TX

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2013
Settled
Other Business Activities

Edward owns Gringo de Mayo LLC, created to receive 1099 payments from First Command as a pass-through entity, and spends minimal time on it. He also owns a rental property in El Paso, TX, dedicating minimal time to it as well.

Employment History
Current Registrations
First Command Advisory Services
December 2015 - Present · 10 yrs 5 mos
First Command Brokerage Services, INC.
November 2003 - Present · 22 yrs 6 mos
First Command Brokerage Services, INC.Broker
November 2003 - Present · 22 yrs 6 mos
Previous Registrations
First Command Financial Planning, INC.
September 2005 - December 2015 · 10 yrs 3 mos
First Command Bank
January 2005 - September 2005 · 8 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Edward Daffron - Financial Advisor | TrueAdvisor