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
Jacksonville, NC 28546
Credentials
CFP®, Series 63, Series 65
Industry experience
31 years
Joseph Mclaughlin is a CFP® professional with over 31 years of experience in financial advisory roles. He has worked with First Command Advisory Services since 2015 and has been affiliated with related First Command entities since 1994. He serves as a member of the North Carolina Capital Facilities Finance Agency board, representing the North Carolina General Assembly Speaker. 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, and insurance and banking product distribution. The firm emphasizes advisor-led, face-to-face financial coaching and delivers structured planning engagements alongside discretionary asset management using in-house investment teams.
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.
200 Valencia Drive, Suite 172
Jacksonville, NC 28546
North Carolina
First Command Advisory Services
2015 - Present (11 years)
First Command Financial Services, Inc.
1994 - Present (32 years)
First Command Financial Planning, Inc.
1994 - Present (32 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 65
Hubert, NC
Selective Wealth Management, Inc.
CFP®, Series 63, Series 65
Jacksonville, NC
Financial Security Advisory Inc
Series 63, Series 65
Richlands, NC
First Citizens Investor Services, Inc.
Series 63, Series 65
Swansboro, NC
Credit Union Investment Services
Series 63, Series 65
Jacksonville, NC
Credit Union Investment Services
Series 66
Jacksonville, NC
First Command Advisory Services
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