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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 2025-02-14
TX RA APPROVED_RES 2017-12-21
  • NC RA
    APPROVED
    Since 2025-02-14
  • TX RA
    APPROVED_RES
    Since 2017-12-21

Branch Locations

Clayton, NC • United States

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

2701 Cashwell Dr, Goldsboro, NC 27534 • 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 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
  • 12/2015 → Present
    Fort Worth, TX
  • 01/2016 → Present
    First Command Insurance Services Inc
    Fort Worth, TX
  • 01/2016 → Present
    First Command Financial Planning Inc
    Fort Worth, TX
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-29
  • S66 Uniform Combined State Law Examination
    2015-10-29
Other Names
  • Zachary Loraine

View on SEC IAPD

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