Financial Advisors
Summerville, SC
Dave Thompson is a CFP® financial advisor with First Command Financial Services in Summerville, SC, specializing in comprehensive financial planning, investment strategies, risk management, and debt management. With expertise serving military families and over 15 years of experience, Dave develops personalized financial plans that align with clients' values and long-term goals, including retirement planning and estate preparation. He holds Series 6 and 63 securities licenses plus life and health insurance licenses across SC, NC, and VA.
Ideal for: Military families, service members, individuals seeking comprehensive financial planning, those planning for retirement, families focused on estate and legacy planning
Service area: Summerville, Charleston area, and surrounding Lowcountry; licensed in South Carolina, North Carolina, and Virginia
CFP® Certified with 15+ Years Experience: Dave Thompson holds CFP certification and has been a financial advisor since 2007, with prior experience as a 401(k) consultant. He combines behavioral financial coaching with comprehensive planning.
Specialized in Military & Family Financial Planning: First Command focuses on helping service members and military families achieve financial well-being, with particular expertise in military retirement systems, benefits planning, and family financial security.
Top Tier Client Service Award: Recognized for exceptional client service based on objective measures including client sentiment, service quality, and operational performance.
Address: 208 W 7th N St, Summerville, SC 29483
Phone: (843) 871-0383
Website: advisor.firstcommand.com
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