Lakisha Brown
Lakisha Brown is a registered investment advisor at First Command Advisory Services, based in Arlington, TX, with 12 years of industry experience. Lakisha is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Schedule reflects the Partners, Foundations, and Select advisory programs. Other programs like Elite and Premier Income have separate fee schedules. Fees are negotiable for Elite accounts over $5 million.
Fee Estimator
Location
Arlington, TX
Get directionsHistory
Regulatory History (1)
Criminal
November 1994Other Business Activities
Lakisha works as an independent driver for Uber since 2020. This activity is not investment-related and takes nearly full-time.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.
First Command Brokerage Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Investment Services LLCBroker
Cetera Wealth Services, LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Morgan StanleyBroker
State Registrations2 states
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
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