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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2024-07-08 |
| SC | RA | APPROVED | 2020-02-04 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
5050 Poplar Ave Suite 2403, Memphis, TN 38157 • United States
Mt. Pleasant, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Humble | TX | 03/2016 | 11/2016 |
| Wells Fargo Bank, Na | Humble | TX | 03/2014 | 03/2017 |
| Wells Fargo Clearing Services, Llc | Humble | TX | 11/2016 | 03/2017 |
| First Command Financial Planning , Inc | Fort Worth | TX | 04/2017 | 04/2017 |
| First Command Advisory Services | Fort Worth | TX | 04/2017 | Present |
| First Command Financial Planning , Inc | Fort Worth | TX | 04/2017 | Present |
| First Command Insurance Services Inc. | Fort Worth | TX | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-10 |
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