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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
HI RA APPROVED 2024-08-27
TX RA APPROVED 2022-12-09
  • HI RA
    APPROVED
    Since 2024-08-27
  • TX RA
    APPROVED
    Since 2022-12-09

Branch Locations

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

98-211 Pali Momi Street Suite 405, Aiea, HI 96701 • 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 09/2007 Present
First Command Financial Services, Inc. Fort Worth TX 09/2007 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
  • 09/2007 → Present
    First Command Financial Planning, Inc
    Fort Worth, TX
  • 09/2007 → Present
    First Command Financial Services, Inc.
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
Previous Registrations
  • 2004-10-13 → 2007-10-01
    Waddell & Reed
    St Peters, MO
    Edmond, OK
    St. Peters, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-01
  • S66 Uniform Combined State Law Examination
    2004-09-01
Designations
  • Certified Financial Planner
Other Names
  • Erica Lynn Benson

View on SEC IAPD

More in Fort Worth, TX

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