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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
VA RA APPROVED 2022-09-12
TX RA APPROVED 2019-06-28
  • VA RA
    APPROVED
    Since 2022-09-12
  • TX RA
    APPROVED
    Since 2019-06-28

Branch Locations

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

241 18Th St S Suite 303, Arlington, VA 22202 • United States

Kempner, TX • 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 No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Advisory Services, Inc. Fort Worth TX 06/2016 Present
First Command Insurance Services, Inc. Fort Worth TX 06/2016 Present
First Command Financial Planning, Inc. Fort Worth TX 06/2016 Present
  • 06/2016 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 06/2016 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 06/2016 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-21
  • S66 Uniform Combined State Law Examination
    2016-04-21
Other Names
  • Cally Dean Weight
  • Cally Chambers
  • Cally Dean Chambers

View on SEC IAPD

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