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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
LA RA APPROVED 2020-08-12
TX RA APPROVED 2020-08-12
  • LA RA
    APPROVED
    Since 2020-08-12
  • TX RA
    APPROVED
    Since 2020-08-12

Branch Locations

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

1325 Barksdale Blvd Ste 207, Bossier City, LA 71111 • United States

Bossier City, LA • 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 Fort Worth TX 10/2019 04/2020
United States Air Force Barksdale Afb LA 08/2013 03/2019
Student Bossier City LA 09/2019 04/2020
Unemployed / Retired Military Bossier City LA 04/2019 08/2019
First Command Brokerage Services Fort Worth TX 04/2020 Present
First Command Insurance Services, Inc. Fort Worth TX 04/2020 Present
First Command Advisory Services, Inc. Fort Worth TX 04/2020 Present
  • 10/2019 → 04/2020
    First Command Financial Planning
    Fort Worth, TX
  • 08/2013 → 03/2019
    United States Air Force
    Barksdale Afb, LA
  • 09/2019 → 04/2020
    Student
    Bossier City, LA
  • 04/2019 → 08/2019
    Unemployed / Retired Military
    Bossier City, LA
  • 04/2020 → Present
    First Command Brokerage Services
    Fort Worth, TX
  • 04/2020 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 04/2020 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-06
  • S66 Uniform Combined State Law Examination
    2020-08-06

View on SEC IAPD

More in Fort Worth, TX

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