Henry Olliff
Henry Olliff is a registered investment advisor at First Command Advisory Services, based in Fayetteville, NC, with 6 years of industry experience. Henry 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
Fayetteville, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Henry owns Baloo Realty LLC, a real estate/rental property, and spends minimal time as a landlord. He also serves as a Section OIC in the United States Army Reserves, dedicating about 10-20% of his time. Additionally, Henry is an Owner/Officer of Radiant Financial Solutions LLC, dedicating about a quarter of his time to it.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.
First Command Brokerage Services, INC.Broker
State Registrations10 states
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