Advisor at First Command Advisory Services
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Firm
First Command Advisory Services
Location
Montgomery, AL 36117
Credentials
Series 63, Series 65
Industry experience
1 year
Caleb Soukhamneut is a financial advisor with First Command Advisory Services in Wetumpka, AL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, Caleb worked at Northwestern Mutual and served with Montgomery Fire Rescue for four years. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led financial coaching and structured, ongoing planning engagements.
Based on First Command Advisory Services
$0 - $250,000: 1.30% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% over $2,000,000+: 0.50%
Commissions apply to brokerage and insurance products purchased through affiliated broker-dealer and insurance agencies.
Account minimum: $20,000 Minimum fee: Financial planning fees through Tailored Professional Services (TPS) generally range from $750 to $3,000, negotiable. Fee-only: Tailored Professional Services financial planning fees from $750 to $3,000.
1930 Berryhill Road
Montgomery, AL 36117
Alabama
First Command Advisory Services, Inc.
2025 - Present (1 year)
First Command Insurance Services, Inc.
2025 - Present (1 year)
First Command Brokerage Services, Inc.
2025 - Present (1 year)
First Command Brokerage Services, INC
2024 - 2025 (1 year)
Northwestern Mutual
2024 - 2024 (1 year)
Montgomery Fire Rescue
2020 - 2024 (4 years)
Harbor Freight
2019 - 2020 (1 year)
Unemployed
2018 - 2019 (1 year)
Academy Sports & Outdoors
2018 - 2018 (1 year)
Winn-Dixie
2017 - 2018 (1 year)
Elmore County Board of Education
2017 - 2017 (1 year)
Changing Spaces Moving Inc.
2016 - 2017 (1 year)
Elmore County Board of Education
2016 - 2016 (1 year)
Unemployed
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Montgomery, AL
Rwc Wealth Management, Inc.
ChFC®, Series 63, Series 65
Montgomery, AL
Tucker Financial Group
Series 65
Montgomery, AL
Tucker Financial Group
Series 65
Montgomery, AL
Tucker Financial Group
CFP®, CFA®, Series 65
Montgomery, AL
Welon Partners
CFA®
Montgomery, AL
Welon Partners
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