First Command Shalimar
Dave Brooks
First Command Registered Principal and District Advisor
Contact
(850) 613-6990
(850) 613-6767
1120 N. Eglin Pkwy
Shalimar, Florida, 32579
About Dave
Dave Brooks joined First Command Financial Services as a Financial Advisor in January 1996 and today is a Registered Principal and District Advisor for the company's Shalimar district.
A graduate of the United States Military Academy at West Point (B.S., Mechanical Engineering), Dave served five years on active duty and seven years on reserve duty for the United States Army, where he attained the rank of Captain in the Army Corps of Engineers. He received the Soldier's Medal for Heroism, awarded for risking one's life to save another's in a non-combat situation.
As a First Command Financial Advisor, Dave is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. He is available to speak on a variety of financial topics to community groups and civic organizations at no cost to the organization.
Dave holds Series 6, 63, 65, 26, 24 and 7 securities licenses plus state life and health insurance licenses. A member of the Financial Planning Association, Dave has earned the Certified Financial Planner & Trade designation from the College for Financial Planning & CFP Certification Professional Education Program, and the Chartered Financial Consultant designation from the American College. He also holds the Chartered Life Underwriter designation and the College for Financial Planning & Master Planner Advanced Studies.
In his free time, Dave enjoys golfing, cooking, painting and spending time with his wife.
A graduate of the United States Military Academy at West Point (B.S., Mechanical Engineering), Dave served five years on active duty and seven years on reserve duty for the United States Army, where he attained the rank of Captain in the Army Corps of Engineers. He received the Soldier's Medal for Heroism, awarded for risking one's life to save another's in a non-combat situation.
As a First Command Financial Advisor, Dave is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. He is available to speak on a variety of financial topics to community groups and civic organizations at no cost to the organization.
Dave holds Series 6, 63, 65, 26, 24 and 7 securities licenses plus state life and health insurance licenses. A member of the Financial Planning Association, Dave has earned the Certified Financial Planner & Trade designation from the College for Financial Planning & CFP Certification Professional Education Program, and the Chartered Financial Consultant designation from the American College. He also holds the Chartered Life Underwriter designation and the College for Financial Planning & Master Planner Advanced Studies.
In his free time, Dave enjoys golfing, cooking, painting and spending time with his wife.
Dave Focuses in:
- Comprehensive financial planning
- Investment strategies
- Retirement income planning
- Education funding solutions
- Asset allocation and management
- Insurance solutions
- Risk management
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This webpage contains a testimonial from a Financial Advisor for First Command Financial Services, Inc. and/or its affiliated entities (together "First Command") regarding their District Advisor. It is shared solely for purposes of recruiting (i.e., to help you determine whether a career as a Financial Advisor is a good fit for you). It is not intended to be an advertisement for First Command's products or services. The testimonial was provided by the Financial Advisor on a strictly voluntary basis. First Command has not paid any compensation to the Financial Advisor for the testimonial; however, the Financial Advisor is a paid employee or independent contractor of First Command and is supervised by the District Advisor with respect to their day to day activities. The testimonial may not be representative of the experience of other First Command Financial Advisors and is no guarantee of future performance or success. First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.