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_RES 2026-06-03
GA RA APPROVED 2019-01-09
  • TX RA
    APPROVED_RES
    Since 2026-06-03
  • GA RA
    APPROVED
    Since 2019-01-09

Branch Locations

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

4027 Watson Blvd Suite 240, Warner Robins, GA 31088 • United States

Martinez, GA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wild Wing Cafe Augusta GA 06/2008 11/2018
First Command Financial Planning, Inc. Fort Worth TX 01/2019 Present
First Command Financial Planning, Inc. Fort Worth TX 01/2019 Present
First Command Advisory Services, Inc. Fort Worth TX 01/2019 Present
First Command Insurance Services, Inc. Fort Worth TX 01/2019 Present
The Scene Augusta GA 06/2018 01/2020
  • 06/2008 → 11/2018
    Wild Wing Cafe
    Augusta, GA
  • 01/2019 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 01/2019 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 01/2019 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2019 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 06/2018 → 01/2020
    The Scene
    Augusta, GA
Other Businesses

Name of the other business: Colonial Wealth Management LLC Whether the business is investment-related: No Address of the other business: Augusta, GA 30907 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Jan 01, 2024 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: 1 to 5 Briefly describe your duties relating to the other business: Owner LLC is used solely as a passthrough entity to pay staff

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-07
  • S66 Uniform Combined State Law Examination
    2019-01-07

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