Annmarie Trombino
Annmarie Trombino is a registered investment advisor at First Command Advisory Services, based in Lexington Park, MD, with 7 years of industry experience. Annmarie 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
22289 Exploration Drive Suite 110, Lexington Park, MD, 20653
Get directionsHistory
Regulatory History (1)
Criminal
July 1988Other Business Activities
Annmarie is the owner of Annmarie Trombino LLC, formed on the advice of her tax professional for tax advantages. She spends minimal time on this activity, using it only for FC compensation.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
State Registrations13 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.