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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
AL RA APPROVED 2020-01-16
  • AL RA
    APPROVED
    Since 2020-01-16

Branch Locations

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

1 Perimeter Park South Suite 304, Birmingham, AL 35243 • United States

Moody, AL • 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
Veteran Trucking Company Edmond OK 10/2016 12/2019
Flex-N-Gate Ada OK 07/2005 09/2016
First Command Fort Worth TX 02/2019 01/2020
First Command Financial Planning, Inc. Fort Worth TX 01/2020 Present
First Command Advisory Services, Inc. Fort Worth TX 01/2020 Present
First Command Insurance Services, Inc. Fort Worth TX 01/2020 Present
  • 10/2016 → 12/2019
    Veteran Trucking Company
    Edmond, OK
  • 07/2005 → 09/2016
    Flex-N-Gate
    Ada, OK
  • 02/2019 → 01/2020
    First Command
    Fort Worth, TX
  • 01/2020 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 01/2020 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2020 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-06
  • S66 Uniform Combined State Law Examination
    2020-01-06
Other Names
  • Raul Negron

View on SEC IAPD

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