Kelley Margaret Conley
Investment Adviser Representative at First Command Advisory Services
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kelley Margaret Conley is an investment adviser representative with First Command Advisory Services in Anacortes, WA, where they have been registered since 2022, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Washington.
Registrations & licenses
- Investment adviser:
- Washington
- Broker:
2 states and territories
Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Command Brokerage Services, Inc.Feb 2022 – Jun 2022Fort Worth, TX
- Virginia Commonwealth UniversityOct 2021 – Feb 2022Richmond, VA
- Virginia Commonwealth UniversityOct 2020 – Oct 2021Richmond, VA
- University of KentuckyMar 2018 – Mar 2020Lexington, KY
- University of KentuckySep 2018 – May 2020Lexington, KY
- Spectator HotelJul 2020 – Jul 2020Charleston, SC
- Hollister Clothing CompanyOct 2017 – Nov 2018Lexington, KY
- University of KentuckyAug 2016 – Oct 2017Lexington, KY
- First Command Brokerage Services, Inc.Jun 2022 – no end date reportedFort Worth, TX
- First Command Advisor Services, Inc.Jun 2022 – no end date reportedFort Worth, TX
- First Command Insurance Services, Inc.Jun 2022 – no end date reportedFort Worth, TX
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About First Command Advisory Services
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $5,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,052
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Fort Worth, TX
- SEC file number:
- 801-56942
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 21, 2026
View full firm profileOther advisors at First Command Advisory Services
Showing 12 of 1,052 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelley Margaret Conley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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