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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
CA RA APPROVED 2024-07-10
WA RA APPROVED 2020-06-19
  • CA RA
    APPROVED
    Since 2024-07-10
  • WA RA
    APPROVED
    Since 2020-06-19

Branch Locations

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

10049 Kitsap Mall Blvd Nw Suite 289, Silverdale, WA 98383 • United States

Hanford, CA • 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 01/2020 06/2020
Bath And Body Works Silverdale WA 11/2019 06/2020
Ridgetop Animal Hospital Silverdale WA 08/2019 11/2019
Burke Veterinary Clinic Burke VA 09/2015 07/2019
Bath And Body Works Fairfax, Alexandria (2 Locations) VA 10/2014 12/2018
First Command Brokerage Services Inc Fort Worth TX 06/2020 Present
First Command Advisory Services, Inc Fort Worth TX 06/2020 Present
First Command Insurance Services, Inc Fort Worth TX 06/2020 Present
  • 01/2020 → 06/2020
    First Command Financial Planning, Inc
    Fort Worth, TX
  • 11/2019 → 06/2020
    Bath And Body Works
    Silverdale, WA
  • 08/2019 → 11/2019
    Ridgetop Animal Hospital
    Silverdale, WA
  • 09/2015 → 07/2019
    Burke Veterinary Clinic
    Burke, VA
  • 10/2014 → 12/2018
    Bath And Body Works
    Fairfax, Alexandria (2 Locations), VA
  • 06/2020 → Present
    First Command Brokerage Services Inc
    Fort Worth, TX
  • 06/2020 → Present
    First Command Advisory Services, Inc
    Fort Worth, TX
  • 06/2020 → Present
    First Command Insurance Services, Inc
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-12
  • S66 Uniform Combined State Law Examination
    2020-06-12

View on SEC IAPD

More in Fort Worth, TX

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