First Command Financial Advisor - David Alley

Image 1 | First Command Financial Advisor -  David Alley
Yext tracking pixel

Address

179 Gasoline Alley, Suite 209, Mooresville, North Carolina, 28117

Phone numbers

Main: (704) 799-2661
Fax: (704) 799-2726

Get Started!

Category

Finance & Insurance > Financial Planning & Investments

Email

Online

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with.

Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by:
1. Helping them set specific and meaningful goals that are aligned with their values
2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals
3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan
4. Making strategic adjustments in their plan as their circumstances and goals evolve over time

I don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests.

About First Command
First Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial security”.

Monday: 8:00am to 5:00pm
Tuesday: 8:00am to 5:00pm
Wednesday: 8:00am to 5:00pm
Thursday: 8:00am to 5:00pm
Friday: 8:00am to 5:00pm

Twitter: @FirstCommand

Facebook: https://www.facebook.com/FirstCommand

Instagram: https://www.instagram.com/firstcommand

Specialties: Comprehensive financial planning, Investment strategies, Risk management, Debt management

Reviews


No reviews yet. Be the first to write a review!