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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-08 |
| CA | RA | APPROVED | 2016-10-05 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
2267 Lava Ridge Court Suite 125, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Air Force | Sacramento | CA | 09/1995 | 11/2016 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 01/2016 | 10/2016 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 11/2016 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 11/2016 | Present |
| First Command Insurance Services, Inc | Fort Worth | TX | 11/2016 | Present |
Name of the other business: Justin Barrett LLC Whether the business is investment-related: No Address of the other business: 2272 Hartland Cir, Roseville CA 95747 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 11, 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: None Briefly describe your duties relating to the other business: Created Justin Barrett LLC for IC advisor for First Command. LLC was Recommended by CPA and was directed by DA to list LLC as OBA. LLC will not be used for any other business purposes at this time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-30 |
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