Francis Desimone
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.
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.
Location
Sierra Vista, AZ 85635
Credentials
Series 63, Series 65
Industry experience
1 year
Francis Desimone is a financial advisor with First Command Advisory Services in Sierra Vista, AZ, holding Series 63 and Series 65 licenses and having one year of industry experience. He has a military background, serving in the United States Army from 2015 to 2024 and currently holds a role as a Senior All-Source Intelligence Analyst with the Arizona National Guard. Desimone is also the owner of Desimone Family Financial Services, a sole proprietorship. 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 planning relationships and offers a structured Tailored Professional Services engagement with a focus on face-to-face financial coaching and model portfolio management by an in-house investment team.
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.
333 W. Wilcox Dr, Suite 102
Sierra Vista, AZ 85635
Arizona
Desimone Family Financial Services
2025 - Present (1 year)
First Command Advisory Services , Inc
2024 - Present (2 years)
First Command Insurance Services , Inc.
2024 - Present (2 years)
First Command Brokerage Services, Inc
2024 - Present (2 years)
Arizona National Guard
2024 - Present (2 years)
First Command Brokerage Services, Inc.
2024 - 2024 (1 year)
United States Army
2021 - 2024 (3 years)
United States Army
2018 - 2021 (3 years)
United States Army
2016 - 2018 (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
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Broker-dealer / trader
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Bank
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Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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