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Shelton Stafford Daniels

First Command Advisory Services

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About Shelton Stafford Daniels

Shelton Stafford Daniels is a financial advisor with over 9 years of experience in the industry. Daniels is currently registered with First Command Advisory Services. Daniels is also licensed to provide financial advice in Texas and Virginia. Previously, Daniels was registered with FIRST COMMAND FINANCIAL PLANNING, INC. and held licenses in Maryland, Virginia and North Carolina. Daniels provides financial planning, portfolio management for individuals and retirement planning services.

Firm Information

Shelton Daniels 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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Shelton Daniels’s Registration & Firm History

TX

08/29/2019 - Present

First Command Advisory Services (FORT WORTH TX)

MD

04/12/2013 - 02/07/2019

FIRST COMMAND FINANCIAL PLANNING, INC. (CAMP SPRINGS MD)

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Licenses & Designations

IA

Issued 05/16/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/23/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shelton Stafford Daniels.
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