Best Investors Account Sign in
Claim This Profile
Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2022-11-19
TX RA APPROVED 2019-09-23
  • PR RA
    APPROVED
    Since 2022-11-19
  • TX RA
    APPROVED
    Since 2019-09-23

Branch Locations

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Fort Worth, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Fort Worth TX 08/2016 05/2017
Elevate Fort Worth TX 05/2017 08/2017
Innovate Auto Finance Fort Worth TX 09/2017 10/2017
Vandergriff Toyota Arlington TX 11/2017 01/2018
Tarrant County Elections Fort Worth TX 02/2018 06/2018
Lynx Services Irving TX 07/2018 07/2019
First Command Brokerage Services, Inc Fort Worth TX 07/2019 Present
First Command Advisory Services Fort Worth TX 07/2019 Present
First Command Insurance Services Fort Worth TX 07/2019 Present
  • 08/2016 → 05/2017
    Unemployed
    Fort Worth, TX
  • 05/2017 → 08/2017
    Elevate
    Fort Worth, TX
  • 09/2017 → 10/2017
    Innovate Auto Finance
    Fort Worth, TX
  • 11/2017 → 01/2018
    Vandergriff Toyota
    Arlington, TX
  • 02/2018 → 06/2018
    Tarrant County Elections
    Fort Worth, TX
  • 07/2018 → 07/2019
    Lynx Services
    Irving, TX
  • 07/2019 → Present
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 07/2019 → Present
    Fort Worth, TX
  • 07/2019 → Present
    First Command Insurance Services
    Fort Worth, TX
Previous Registrations
  • 2006-02-27 → 2015-10-09
    First Command Brokerage Services, Inc.
    Fort Worth, TX
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-20
S65 Uniform Investment Adviser Law Examination 2006-02-24
S63 Uniform Securities Agent State Law Examination 2006-01-20
  • S66 Uniform Combined State Law Examination
    2019-09-20
  • S65 Uniform Investment Adviser Law Examination
    2006-02-24
  • S63 Uniform Securities Agent State Law Examination
    2006-01-20
Other Names
  • Terence Lamont Graham
  • Terence Graham

View on SEC IAPD

More in Fort Worth, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor