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Emily Meredith Weigel

First Command Advisory Services

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About Emily Meredith Weigel

Emily Meredith Weigel is a registered investment advisor representative with First Command Advisory Services. Emily has been in the financial services industry since 2023. Emily earned Series 63, 65, SIE and 6TO licenses and currently holds a Series 63 license. Emily earned her B.S. in Marine Science and has a background in client service and customer relations. Emily also works for Banfield Pet Hospital as a Client Services Coordinator. Emily resides in Lakewood, Washington.

Firm Information

Emily Weigel 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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Emily Weigel’s Registration & Firm History

WA

11/23/2024 - Present

First Command Advisory Services (Lakewood WA)

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Licenses & Designations

IA

Issued 08/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2024

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

BC

Issued 04/03/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emily Meredith Weigel.
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