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
KS RA APPROVED 2026-04-14
TX RA APPROVED 2022-08-24
GA RA APPROVED 2018-06-29
FL RA APPROVED 2017-04-05
  • KS RA
    APPROVED
    Since 2026-04-14
  • TX RA
    APPROVED
    Since 2022-08-24
  • GA RA
    APPROVED
    Since 2018-06-29
  • FL RA
    APPROVED
    Since 2017-04-05

Branch Locations

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

Jacksonville Beach, FL • 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 09/2011 Present
First Command Insurance Services, Inc. Fort Worth TX 09/2011 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
  • 09/2011 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 09/2011 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
Other Businesses

Name of the other business: Rental Property ; Whether the business is investment-related: No ; Address of the other business: 123 Pomar Street Saint Augsinte, FL ; 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: 2/14/2023 ; 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: rental property that my wife will run. I have no involvement

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-30
S63 Uniform Securities Agent State Law Examination 2011-04-20
  • S65 Uniform Investment Adviser Law Examination
    2012-05-30
  • S63 Uniform Securities Agent State Law Examination
    2011-04-20

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