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First Command Advisory Services CRD 281958
$24.4B regulatory AUM 1,013 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-14 |
| TX | RA | APPROVED_RES | 2017-12-21 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
2701 Cashwell Dr, Goldsboro, NC 27534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
| First Command Insurance Services Inc | Fort Worth | TX | 01/2016 | Present |
| First Command Financial Planning Inc | Fort Worth | TX | 01/2016 | Present |
Name of the other business: Loraine Financial LLC Whether the business is investment-related: Yes Address of the other business: 2701 Cashwell Drive Goldsboro, NC 27534 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Oct 01, 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: The LLC is structured as a pass through entity primarily for liability protection purposes. First Command independent contractor business activities are conducted through the LLC. The LLC does not function as a separate operating business beyond serving as the legal and financial vehicle through which independent contractor services are performed and compensated.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-29 |
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