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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
VA RA APPROVED 2026-01-20
  • VA RA
    APPROVED
    Since 2026-01-20

Branch Locations

101 W. Main St Ste 4300, Norfolk, VA 23510 • United States

1 Firstcomm Plaza, Fort Worth, TX 76109 • 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 Brokerage Services, Inc Fort Worth TX 11/2024 01/2026
Metropolitan Solutions Portsmouth VA 09/2023 10/2024
United States Marine Corps Quantico VA 08/2003 10/2023
First Command Brokerage Services, Inc. Fort Worth TX 01/2026 Present
First Command Advisory Services, Inc. Fort Worth TX 01/2026 Present
First Command Insurance Services, Inc. Fort Worth TX 01/2026 Present
  • 11/2024 → 01/2026
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 09/2023 → 10/2024
    Metropolitan Solutions
    Portsmouth, VA
  • 08/2003 → 10/2023
    United States Marine Corps
    Quantico, VA
  • 01/2026 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 01/2026 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2026 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-20
S63 Uniform Securities Agent State Law Examination 2025-08-21
  • S65 Uniform Investment Adviser Law Examination
    2026-01-20
  • S63 Uniform Securities Agent State Law Examination
    2025-08-21

View on SEC IAPD

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