Beth Ann Lecrone

First Command Advisory Services

CRD 6581813

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2020-11-11

TX RA
APPROVED

Since 2020-11-11

Branch Locations

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

Granbury, TX • 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

Organization	City	State	From	To
University Of Maryland University College Europe	Mildenhall		01/2014	Present
First Command Financial Planning, Inc	Fort Worth	TX	12/2015	09/2016
First Command Insurance Services, Inc	Fort Worth	TX	09/2016	Present
First Command Insurance Services, Inc	Fort Worth	TX	09/2016	Present
First Command Advisory Services, Inc	Fort Worth	TX	09/2016	Present

01/2014 → Present

University Of Maryland University College Europe

Mildenhall
12/2015 → 09/2016

First Command Financial Planning, Inc

Fort Worth, TX
09/2016 → Present

First Command Insurance Services, Inc

Fort Worth, TX
09/2016 → Present

First Command Insurance Services, Inc

Fort Worth, TX
09/2016 → Present

First Command Advisory Services, Inc

Fort Worth, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-08-02

S66 Uniform Combined State Law Examination

2016-08-02

Other Names

Beth Ann Sansom
Beth Ann Koehn

View on SEC IAPD

More in Fort Worth, TX

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