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Kayley Elise Neri

First Command Advisory Services

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About Kayley Elise Neri

Kayley Elise Neri is a financial advisor with First Command Advisory Services. Kayley has been in the financial industry since May 2017. She holds a Series 7, Series 66, and SIE licenses. Kayley is registered in California, Florida, Kentucky, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Washington. Kayley's specializations include securities and investment advisory services.

Firm Information

Kayley Neri 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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Kayley Neri’s Registration & Firm History

NC

09/21/2023 - Present

First Command Advisory Services (Havelock NC)

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Licenses & Designations

BOTH

Issued 06/03/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kayley Elise Neri.
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