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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 2017-04-05
  • TX RA
    APPROVED
    Since 2017-04-05

Branch Locations

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

3803 Levy Lane, Suite 104, Killeen, TX 76542 • United States

Georgetown, 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
OrganizationCityStateFromTo
First Command Advisory Services Fort Worth TX 09/2016 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-04
  • S66 Uniform Combined State Law Examination
    2017-04-04
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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