Advice and Planning Services
15yrs
Top advisor by experience in Northlake
7yrs
Chenbing Dai
Financial advisor at First Command Advisory Services
Chenbing Dai has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Northlake, Texas. After four years at Charles Schwab & CO., Chenbing joined First Command Advisory Services in 2025, a firm offering financial planning and investment management. First Command Advisory Services reports being paid through a percentage of assets and flat fees.
One of 21 advisors with offices in Northlake, and one of 21 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?More experience than 52% of advisors at First Command Advisory Services
OfficeNorthlake, TX
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$214,697
Advisors at the firm1,025
States licensed ?1 state
Services through First Command Advisory Services
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2025 – nowFirst Command Advisory ServicesCurrent firm
- 2020 – 2024Charles Schwab & CO., Inc.Previously
Contact Chenbing
(817) 731-8621Firm headquarters in Fort Worth, TX. Ask for Chenbing. Northlake, TXOffice · Get directions Facebook pageFirst Command Advisory ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Chenbing
Tailored to Chenbing’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Chenbing
How do I contact Chenbing?
Call First Command Advisory Services at (817) 731-8621 and ask for Chenbing Dai. Chenbing works from the Northlake, TX office.
How long has Chenbing been a financial advisor?
Chenbing has been in the industry since 2019, about 7 years. More experience than 52% of advisors at First Command Advisory Services.
What licenses does Chenbing hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Chenbing a fiduciary?
Chenbing is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chenbing paid?
First Command Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Chenbing for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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