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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
TX RA APPROVED 2020-10-16
  • TX RA
    APPROVED
    Since 2020-10-16

Branch Locations

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

4200 S Hulen Ste 513, Fort Worth, TX 76107 • United States

Fort Worth, TX • 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
Us Army Irving TX 05/1995 06/2020
First Command Fort Worth TX 11/2019 06/2020
First Command Brokerage Services Fort Worth TX 06/2020 Present
First Command Insurance Services Fort Worth TX 06/2020 Present
First Command Advisory Services Fort Worth TX 06/2020 Present
  • 05/1995 → 06/2020
    Us Army
    Irving, TX
  • 11/2019 → 06/2020
    First Command
    Fort Worth, TX
  • 06/2020 → Present
    First Command Brokerage Services
    Fort Worth, TX
  • 06/2020 → Present
    First Command Insurance Services
    Fort Worth, TX
  • 06/2020 → Present
    Fort Worth, TX
Other Businesses

(1) Name of the other business: Evans Financial Management Group LLC ; Whether the business is investment-related: Yes ; Address of the other business: 4200 S Hulen Suite 513, Fort Worth, TX 76109 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 7/21/2021 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Financial Services (2) Name of the other business: Funkytown Vending Whether the business is investment-related: No Address of the other business: PO Box 471383, Fort Worth, TX 76147 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: owner The start date of your relationship: Sep 30, 2023 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Provide vending machines for apartment buildings

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-15
  • S66 Uniform Combined State Law Examination
    2020-10-15

View on SEC IAPD

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