Advisor at First Command Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Command Advisory Services
Location
Tampa, FL 33606
Credentials
Series 66
Industry experience
4 years
Christian Anderson is a Series 66-licensed financial advisor with First Command Advisory Services, based in Valrico, FL, and has four years of industry experience. He has been associated with First Command and its affiliated entities since 2021 and also operates Lux Advisory LLC. Additionally, Anderson is the author of a book titled "Self Actualization," which he published in 2021 through a drop-ship distribution model. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations, offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured 12-month planning engagements, supported by an in-house investment management team that manages model portfolios on a discretionary basis.
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.
501 East Kennedy Blvd, Ste 600
Tampa, FL 33606
Florida · Texas
Lux Advisory LLC
2023 - Present (3 years)
First Command Advisory Services, Inc
2022 - Present (4 years)
First Command Insurance Services, Inc
2022 - Present (4 years)
First Command Brokerage Services, Inc
2022 - Present (4 years)
First Command Brokerage Services Inc.
2021 - 2022 (1 year)
Cristiano Licavoli LLC
2021 - Present (5 years)
CW Roberts Contracting Inc
2020 - 2022 (2 years)
Professional Golfer
2019 - 2020 (1 year)
Florida Southern College
2015 - 2019 (4 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.
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
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