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First Command Advisory Services CRD 281958
$24.4B regulatory AUM 1,013 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-08-02 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
200 Valencia Dr Suite 172, Jacksonville, NC 28546 • United States
Hubert, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Marine Corps | Camp Lejeune | NC | 09/1995 | 10/2019 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 06/2018 | 08/2019 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 08/2019 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 08/2019 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-25 |
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