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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
NC RA APPROVED 2023-09-26
  • NC RA
    APPROVED
    Since 2023-09-26

Branch Locations

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

2709 Market Street, Suite 102,, Wilmington, NC 28403 • United States

Hampstead, NC • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-26
S63 Uniform Securities Agent State Law Examination 2007-10-22
  • S65 Uniform Investment Adviser Law Examination
    2007-10-26
  • S63 Uniform Securities Agent State Law Examination
    2007-10-22
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Christina Leigh Walters
  • Christina Leigh Ballard
  • Christina Leigh Ballard

View on SEC IAPD

More in Fort Worth, TX

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