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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
PA RA APPROVED 2020-09-28
  • PA RA
    APPROVED
    Since 2020-09-28

Branch Locations

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

401 E Louther St Suite 222, Carlisle, PA 17013 • United States

Boiling Springs, PA • 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 Brokerage Services, Inc. Fort Worth TX 05/2020 07/2020
Unemployed East Longmeadow MA 02/2020 05/2020
Cummins Inc Springfield MA 04/2018 02/2020
Ntt Data Inc Louisville KY 06/2016 03/2018
First Command Brokerage Services, Inc. Fort Worth TX 07/2020 Present
First Command Investment Advisory Services, Inc. Fort Worth TX 07/2020 Present
First Command Insurance Services, Inc. Fort Worth TX 07/2020 Present
  • 05/2020 → 07/2020
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 02/2020 → 05/2020
    Unemployed
    East Longmeadow, MA
  • 04/2018 → 02/2020
    Cummins Inc
    Springfield, MA
  • 06/2016 → 03/2018
    Ntt Data Inc
    Louisville, KY
  • 07/2020 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 07/2020 → Present
    First Command Investment Advisory Services, Inc.
    Fort Worth, TX
  • 07/2020 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-25
  • S66 Uniform Combined State Law Examination
    2020-09-25
Designations
  • Certified Financial Planner

View on SEC IAPD

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