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Alex David Deaner

First Command Advisory Services

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About Alex David Deaner

Alex Deaner is an investment advisor representative associated with First Command Advisory Services. Alex has been in the industry for over 6 years. Alex holds the Series 6TO and SIE licenses. Alex has a professional background in finance and insurance and is committed to providing comprehensive financial guidance. Alex primarily services individuals, charitable organizations, and pension and profit-sharing plans. Alex's other business is bartending, and Alex devotes approximately 11-20 hours per month to this work. Alex also lists specialization in Financial planning and Insurance and annuities. Alex is located in Roseville, CA, and can be reached at First Command Advisory Services' Granite Bay, CA, or Fort Worth, TX office.

Firm Information

Alex Deaner is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alex Deaner’s Registration & Firm History

CA

09/25/2024 - Present

First Command Advisory Services (Granite Bay CA)

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Licenses & Designations

BC

Issued 07/25/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/15/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alex David Deaner.
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