Esteban Vergara (CRD# 5626786) is an Investment Advisor Representative working at First Command Advisory Services in Shalimar, FL and has over 15 years of experience in the finance industry.
CRD# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4050337
B. Riley Wealth Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Advisory Services | Fort Worth, TX | Dec 2015 - Current | 8 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Dec 2008 - Current | 15 |
| First Command Financial Services, Inc. | Fort Worth, TX | Dec 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2009 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- FL
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Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
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Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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