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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_RES 2021-01-06
  • TX RA
    APPROVED_RES
    Since 2021-01-06

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
William J Perry Fayetteville NC 07/2017 Present
Home Depot U.S.A. Inc. Fayetteville NC 11/2016 Present
Hrb Resources, Llc Fayetteville NC 12/2016 04/2017
Cumberland County Schools Fayetteville NC 01/2017 06/2017
David L Davenport Fayetteville NC 09/2016 12/2016
Unemployed Fayetteville NC 05/2016 09/2016
First Command Financial Planning, Inc. Fort Worth TX 09/2018 Present
First Command Financial Planning, Inc. Fort Worth TX 09/2018 Present
First Command Advisory Services, Inc. Fort Worth TX 09/2018 Present
First Command Insurance Services, Inc. Fort Worth TX 09/2018 Present
  • 07/2017 → Present
    William J Perry
    Fayetteville, NC
  • 11/2016 → Present
    Home Depot U.S.A. Inc.
    Fayetteville, NC
  • 12/2016 → 04/2017
    Hrb Resources, Llc
    Fayetteville, NC
  • 01/2017 → 06/2017
    Cumberland County Schools
    Fayetteville, NC
  • 09/2016 → 12/2016
    David L Davenport
    Fayetteville, NC
  • 05/2016 → 09/2016
    Unemployed
    Fayetteville, NC
  • 09/2018 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 09/2018 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 09/2018 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 09/2018 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-15
  • S66 Uniform Combined State Law Examination
    2018-08-15
Other Names
  • Adriana Maria Vasquez

View on SEC IAPD

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