Best Investors Account Sign in
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 2020-08-12
  • TX RA
    APPROVED
    Since 2020-08-12

Branch Locations

Arlington, 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
First Command Financial Planning, Inc. Fort Worth TX 05/2008 Present
First Command Financial Services, Inc. Fort Worth TX 05/2008 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
  • 05/2008 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 05/2008 → Present
    First Command Financial Services, Inc.
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
Other Businesses

RENTING HOME IN MN (9913 LITTLE ROAD, BLOOMINGTON, MN 55437). USING A PROPERTY MANAGER, TINA WAGNER OF COMPLETE MANAGEMENT SERVICES. EMAIL: TINAN@COMPLETEMANAGEMENTTEAM.COM. P.O. BOX 465, MOUND, MN 55364. (2) Name of the other business: Rental Property ; Whether the business is investment-related: No ; Address of the other business: 225 Carolina Town Lane Holly Springs, NC 27540 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 9/1/2023 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: My wife and I moved to Texas for a promotion and are renting out the home we lived in before moving.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-17
S63 Uniform Securities Agent State Law Examination 2008-08-20
  • S65 Uniform Investment Adviser Law Examination
    2008-09-17
  • S63 Uniform Securities Agent State Law Examination
    2008-08-20
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Arlington, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor