Daisy Schilling (CRD# 7612804) is an Investment Advisor Representative working at First Command Advisory Services in Lemoore, CA and has 1 year of experience in the finance industry.
CRD# 1374125
Principal Securities, Inc.
CRD# 2660356
Lpl Financial LLC
CRD# 4696012
Integrated Wealth Concepts LLC
Company Name | Location | Dates | Years |
---|---|---|---|
First Command Brokerage Services, Inc. | Fort Worth, TX | Sep 2023 - Current | < 1 |
First Command Advisory Services , Inc. | Fort Worth, TX | Sep 2023 - Current | < 1 |
First Command Insurance Services , Inc. | Fort Worth, TX | Sep 2023 - Current | < 1 |
First Command Brokerage Service Inc. | Fort Worth, TX | Aug 2022 - Sep 2023 | 1 |
Unemployed/home Maker | Nas Lemoore, CA | Dec 2020 - Aug 2022 | 1 |
Tinker Elementary School | Oklahoma City, OK | Aug 2019 - Dec 2020 | 1 |
Mercy Hospital | Oklahoma City, OK | Jul 2018 - Jan 2020 | 1 |
Home Maker | San Diego, CA | Feb 2014 - Jun 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management17,482MILLIONS
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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
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