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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 2026-02-12
FL RA APPROVED 2025-04-18
  • TX RA
    APPROVED
    Since 2026-02-12
  • FL RA
    APPROVED
    Since 2025-04-18

Branch Locations

Pensacola, FL • United States

180 North Palafox St, Pensacola, FL 32502 • 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 Fort Worth TX 11/2024 04/2025
United States Navy Pensacola FL 05/2021 10/2024
United States Navy Manama 04/2019 05/2021
United States Navy Mayport FL 01/2016 03/2019
First Command Brokerage Services, Inc. Fort Worth TX 04/2025 Present
First Command Advisory Services, Inc. Fort Worth TX 04/2025 Present
First Command Insurance Services, Inc. Fort Worth TX 04/2025 Present
  • 11/2024 → 04/2025
    First Command Brokerage Services
    Fort Worth, TX
  • 05/2021 → 10/2024
    United States Navy
    Pensacola, FL
  • 04/2019 → 05/2021
    United States Navy
    Manama
  • 01/2016 → 03/2019
    United States Navy
    Mayport, FL
  • 04/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 04/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 04/2025 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-01
S63 Uniform Securities Agent State Law Examination 2025-03-05
  • S65 Uniform Investment Adviser Law Examination
    2025-04-01
  • S63 Uniform Securities Agent State Law Examination
    2025-03-05

View on SEC IAPD

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