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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
TX RA APPROVED_RES 2019-04-08
CA RA APPROVED 2016-10-05
  • TX RA
    APPROVED_RES
    Since 2019-04-08
  • CA RA
    APPROVED
    Since 2016-10-05

Branch Locations

Truckee, CA • United States

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

2267 Lava Ridge Court Suite 125, Roseville, CA 95661 • 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
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
  • 09/1995 → 11/2016
    Us Air Force
    Sacramento, CA
  • 01/2016 → 10/2016
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 11/2016 → Present
    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
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-30
  • S66 Uniform Combined State Law Examination
    2016-09-30

View on SEC IAPD

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