Charles Stratton

First Command Advisory Services

Holly Springs, NC

CRD 7317990

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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

Authority	Category	Status	Date
NC	RA	APPROVED	2021-08-18

NC RA
APPROVED

Since 2021-08-18

Branch Locations

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

1903 N. Harrison Ave. Ste. 102, Cary, NC 27513 • United States

Holly Springs, NC • 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

Organization	City	State	From	To
First Command Financial Services	Fort Worth	TX	12/2020	08/2021
U.S. Army	Ft. Rucker	AL	08/2010	08/2021
First Command Financial Planning	Fort Worth	TX	08/2021	Present
First Command Advisory Services	Fort Worth	TX	08/2021	Present
First Command Insurance Services	Fort Worth	TX	08/2021	Present

12/2020 → 08/2021

First Command Financial Services

Fort Worth, TX
08/2010 → 08/2021

U.S. Army

Ft. Rucker, AL
08/2021 → Present

First Command Financial Planning

Fort Worth, TX
08/2021 → Present

First Command Advisory Services

Fort Worth, TX
08/2021 → Present

First Command Insurance Services

Fort Worth, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-21

S66 Uniform Combined State Law Examination

2021-07-21

Other Names

Chuck Stratton

View on SEC IAPD

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