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Calli Danielle Mcbee

First Command Advisory Services

Weatherford, TX

Fort Worth, TX

CRD 5216802

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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
TX RA APPROVED 2025-04-08
  • TX RA
    APPROVED
    Since 2025-04-08

Branch Locations

Weatherford, TX • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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
Stock Usa Execution Services, Inc. Carmel NY 03/2016 03/2022
First Command Financial Inc Fort Worth TX 03/2022 Present
  • 03/2016 → 03/2022
    Stock Usa Execution Services, Inc.
    Carmel, NY
  • 03/2022 → Present
    First Command Financial Inc
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-31
S63 Uniform Securities Agent State Law Examination 2008-03-28
  • S66 Uniform Combined State Law Examination
    2025-03-31
  • S63 Uniform Securities Agent State Law Examination
    2008-03-28
Other Names
  • Calli Danielle Mcbee
  • Calli Danielle Mcbee
  • Calli Danielle Cabe

View on SEC IAPD

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