First Command District Advisor
Financial Advising
Why pick this one
First Command District Advisor Joe Spencer applies 20 years of Marine Corps experience to Blended Retirement System, TSP and military benefits planning.
Best for
- Service members navigating the Blended Retirement System
- Military families allocating Thrift Savings Plan contributions
- Clients seeking comprehensive financial planning, investment strategies, risk management or debt management
- Military personnel seeking guidance from a former Marine Corps Gunnery Sergeant
Specialties
- Blended Retirement System guidance
- Thrift Savings Plan allocation
- Military pay and benefits planning
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
Certifications
- RICP®
- FINRA Series 7 securities license
- FINRA Series 66 securities license
- FINRA Series 24 securities license
- Life insurance license
- Health insurance license
- Jacksonville/Onslow Chamber of Commerce affiliation
- Military Affairs Committee affiliation
What makes them different
- Joe Spencer served 20 years in the United States Marine Corps and attained the rank of Gunnery Sergeant
- Specialized guidance on the Blended Retirement System, Thrift Savings Plan and military benefits
- Licensed for securities and life and health insurance in North Carolina, Florida, Pennsylvania, Virginia, South Carolina, Georgia, Alabama, Texas and Utah
- Creates personalized financial plans based on clients' goals and values
- Located at 200 Valencia Dr., Suite 172, Jacksonville, North Carolina
- Serves
- Jacksonville
Distilled from this business's own website.
Contact & Location
- Address
- 200 Valencia Dr #172, Jacksonville, NC 28546
- Phone
- +19109371177
- Website
- https://advisor.firstcommand.com/us/nc/jacksonv...
- JKSpencer@firstcommand.com
Services
- Financial coaching
- Personalized financial planning
- Investment planning
- Risk management
- Debt management
- Life insurance
- Health insurance