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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 2017-02-15
  • VA RA
    APPROVED
    Since 2017-02-15

Branch Locations

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

101 W Main Street, Norfolk, VA 23510 • United States

Suffolk, VA • 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
First Command Financial Planning, Inc. Fort Worth TX 04/2016 02/2017
First Command Financial Planning, Inc. Fort Worth TX 02/2017 Present
First Command Advisory Services, Inc. Fort Worth TX 02/2017 Present
First Command Insurance Services, Inc. Fort Worth TX 02/2017 Present
  • 04/2016 → 02/2017
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 02/2017 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 02/2017 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 02/2017 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

Name of the other business: Suffolk Youth Athletic Association ; Whether the business is investment-related: No ; Address of the other business: 501 Kings Fork Rd Suffolk VA 23434 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Treasurer ; The start date of your relationship: 5/1/2022 ; 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: Responsible for the Softball/Baseball registration money. Responsible to pay umpires for games umped.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-14
  • S66 Uniform Combined State Law Examination
    2017-02-14
Other Names
  • Shannon Marie Skubic

View on SEC IAPD

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