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Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-06-02
TX RA APPROVED 2015-12-15
VA RA APPROVED 2015-12-15
  • OK RA
    APPROVED
    Since 2025-06-02
  • TX RA
    APPROVED
    Since 2015-12-15
  • VA RA
    APPROVED
    Since 2015-12-15

Branch Locations

Yorktown, VA • United States

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

11827 Canon Blvd Suite 100, Newport News, VA 23606 • 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
First Command Financial Planning, Inc. Fort Worth TX 10/1999 Present
First Command Financial Services, Inc Fort Worth TX 10/1999 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
  • 10/1999 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 10/1999 → Present
    First Command Financial Services, Inc
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
Previous Registrations
  • 2004-04-12 → 2005-09-02
    First Command Bank
    Fort Worth, TX
Other Businesses

OBA 1: MCGEE LIFE PLANNING LLC - OWNER - FOR FIRST COMMAND BUSINESS. OBA 2: Name of the other business: McGee Aviation, LLC ; Whether the business is investment-related: Not Investment-related ; Address of the other business: ; Nature of the other business: LLC for operating aircraft ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 01/2013 ; The approximate number of hours/month you devote to the other business: <5% ; The number of hours you devote to the other business during securities trading hours: ; Briefly describe your duties relating to the other business: Managing and flying my airplane for business and personal use. More than 50% of flying is personal and the remaining is used to visit clients, go to the HO for required meetings and the annual advisor conference when convenient (2) Name of the other business: Liberty Live Church Whether the business is investment-related: No Address of the other business: 1021 Big Bethel Rd, Hampton, VA 23666 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Safety Team Member The start date of your relationship: Jun 01, 2017 The approximate number of hours/month you devote to the other business: 21 to 40 The number of hours you devote to the other business during securities trading hours: 1 to 5 Briefly describe your duties relating to the other business: I am a DCJS licensed Armed Security Guard. I serve (volunteer) at our church most Sunday's and occasionally during other days for special events that need security presence.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-01-30
S63 Uniform Securities Agent State Law Examination 1999-10-15
  • S65 Uniform Investment Adviser Law Examination
    2004-01-30
  • S63 Uniform Securities Agent State Law Examination
    1999-10-15
Designations
Other Names
  • Chuck Mcgee

View on SEC IAPD

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