![Aurora Streeter, financial advisor Williamsburg VA](/img/ws/profile-blank-sq.png)
Aurora Streeter (CRD# 6774605) is an Investment Advisor Representative working at First Command Advisory Services in Williamsburg, VA and has over 6 years of experience in the finance industry.
![Lisa Adamonis Pile, financial advisor Williamsburg VA](/img/ws/profile-blank-sq.png)
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Sean Allburn, financial advisor Williamsburg VA](/img/ws/profile-blank-sq.png)
CRD# 2605269
Davenport & Company LLC
CRD# 2396863
Pathway Financial Planning, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
First Command Brokerage Services | Fort Worth, TX | Jul 2021 - Current | 2 |
University Of Maryland University College | Newport News, VA | Oct 2020 - Jul 2021 | < 1 |
Wells Fargo Bank, Na | Yorktown, VA | Sep 2018 - Sep 2020 | 2 |
Wells Fargo Clearing Services, LLC | Yorktown, VA | Sep 2018 - Sep 2020 | 2 |
First Command Financial Planning, Inc. | Fort Worth, TX | Sep 2017 - Aug 2018 | < 1 |
First Command Advisory Services, Inc. | Fort Worth, TX | Sep 2017 - Aug 2018 | < 1 |
First Command Insurance Services, Inc. | Fort Worth, TX | Sep 2017 - Aug 2018 | < 1 |
First Command Financial Planning, Inc. | Fort Worth, TX | Mar 2017 - Aug 2018 | 1 |
University Of Maryland University College | Adelphi, MD | Apr 2016 - Jan 2018 | 1 |
University Of Maryland University College Europe | Naples, | Apr 2012 - Jan 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
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- VA
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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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