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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
GA RA APPROVED 2024-07-11
TX RA APPROVED 2022-07-27
  • GA RA
    APPROVED
    Since 2024-07-11
  • TX RA
    APPROVED
    Since 2022-07-27

Branch Locations

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

110 W Martin Luther King Jr Dr, Suite 2B, Hinesville, GA 31313 • United States

Pooler, GA • 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 Service, Inc Fort Worth TX 10/2021 07/2022
Unemployed-Student Natchitoches LA 08/2016 01/2018
Mayeaux Steak House Natchitoches LA 02/2018 05/2018
Walmart Natchitoches LA 05/2018 09/2021
La Army National Guard- Full-Time Alexandria LA 08/2019 07/2022
First Command Brokerage Services, Inc Fort Worth TX 07/2022 Present
First Command Advisory Services, Inc Fort Worth TX 07/2022 Present
First Command Insurance Services, Inc. Fort Worth TX 07/2022 Present
Louisiana Army National Guard Bastrop LA 11/2013 Present
  • 10/2021 → 07/2022
    First Command Brokerage Service, Inc
    Fort Worth, TX
  • 08/2016 → 01/2018
    Unemployed-Student
    Natchitoches, LA
  • 02/2018 → 05/2018
    Mayeaux Steak House
    Natchitoches, LA
  • 05/2018 → 09/2021
    Walmart
    Natchitoches, LA
  • 08/2019 → 07/2022
    La Army National Guard- Full-Time
    Alexandria, LA
  • 07/2022 → Present
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 07/2022 → Present
    First Command Advisory Services, Inc
    Fort Worth, TX
  • 07/2022 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 11/2013 → Present
    Louisiana Army National Guard
    Bastrop, LA
Other Businesses

Name of the other business: Louisiana Army National Guard ; Whether the business is investment-related: No ; Address of the other business: 6290 Airport Rd. Bastrop, LA 71220 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Commander/1LT ; The start date of your relationship: 11/22/2013 ; The approximate number of hours/month you devote to the other business: Over 40 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Qualified Intelligence Officer and Commander of the 1023rd EVCC. M-DAY/Part-time Service obligation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-09
  • S66 Uniform Combined State Law Examination
    2022-07-09

View on SEC IAPD

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