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 2017-12-01
  • TX RA
    APPROVED
    Since 2017-12-01

Branch Locations

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

Weatherford, 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
Smh Capital Advisors Ft. Worth TX 01/2011 10/2017
Sanders Morris Harris Inc. Houston TX 01/2011 10/2017
First Command Financial Planning, Inc Fort Worth TX 10/2017 Present
  • 01/2011 → 10/2017
    Smh Capital Advisors
    Ft. Worth, TX
  • 01/2011 → 10/2017
    Sanders Morris Harris Inc.
    Houston, TX
  • 10/2017 → Present
    First Command Financial Planning, Inc
    Fort Worth, TX
Previous Registrations
Other Businesses

Name of the other business: Owner Financed House Sale ; Whether the business is investment-related: No ; Address of the other business: 2358 Old Agnes Road, Weatherford, Texas 76088 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: joint owner ; The start date of your relationship: 12/17/13 ; The approximate number of hours/month you devote to the other business: 1 - 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 husband and I sold a house that we owner financed. We keep records of payments and provide end of year statements to the buyer.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-10-09
S65 Uniform Investment Adviser Law Examination 2011-10-20
  • S63 Uniform Securities Agent State Law Examination
    2012-10-09
  • S65 Uniform Investment Adviser Law Examination
    2011-10-20
Other Names
  • Debbie Messinger
  • Debbie Smith
  • Deborah Messinger
  • Deborah E Smith

View on SEC IAPD

More in Fort Worth, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor