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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 2025-12-02
  • TX RA
    APPROVED
    Since 2025-12-02

Branch Locations

College Station, TX • United States

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

10700 Richmond Ave Ste 300, Houston, TX 77042 • 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 12/2025
U.S. Army Frederick MD 09/2019 11/2024
Freddy's Frozen Custard And Steakburgers College Station TX 05/2015 09/2019
First Command Brokerage Services, Inc. Fort Worth TX 12/2025 Present
First Command Advisory Services, Inc. Fort Worth Tx TX 12/2025 Present
First Command Insurance Services, Inc. Fort Worth Tx TX 12/2025 Present
  • 11/2024 → 12/2025
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 09/2019 → 11/2024
    U.S. Army
    Frederick, MD
  • 05/2015 → 09/2019
    Freddy's Frozen Custard And Steakburgers
    College Station, TX
  • 12/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 12/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth Tx, TX
  • 12/2025 → Present
    First Command Insurance Services, Inc.
    Fort Worth Tx, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-01
S63 Uniform Securities Agent State Law Examination 2025-08-29
  • S65 Uniform Investment Adviser Law Examination
    2025-12-01
  • S63 Uniform Securities Agent State Law Examination
    2025-08-29
Other Names
  • Ted Ross Mcdonald
  • Edward Ross Mcdonald

View on SEC IAPD

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