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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
PR RA APPROVED 2026-07-06
TX RA APPROVED_RES 2026-03-04
FL RA APPROVED 2021-06-08
  • PR RA
    APPROVED
    Since 2026-07-06
  • TX RA
    APPROVED_RES
    Since 2026-03-04
  • FL RA
    APPROVED
    Since 2021-06-08

Branch Locations

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

1120 N Eglin Pkwy, Shalimar, FL 32579 • United States

Navarre, FL • 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 04/2019 11/2019
Clark County School District Las Vegas NV 08/2017 05/2019
North Union Community School District Armstrong IA 08/2014 05/2017
First Command Advisory Services, Inc. Fort Worth TX 11/2019 Present
First Command Financial Planning, Inc. Fort Worth TX 11/2019 Present
First Command Insurance Services, Inc. Fort Worth TX 11/2019 Present
  • 04/2019 → 11/2019
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 08/2017 → 05/2019
    Clark County School District
    Las Vegas, NV
  • 08/2014 → 05/2017
    North Union Community School District
    Armstrong, IA
  • 11/2019 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 11/2019 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 11/2019 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-05
  • S66 Uniform Combined State Law Examination
    2019-08-05

View on SEC IAPD

More in Fort Worth, TX

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