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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
NC RA APPROVED 2026-02-10
  • NC RA
    APPROVED
    Since 2026-02-10

Branch Locations

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

1903 N. Harrison Ave Suite 102, Cary, NC 27513 • 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 05/2025 02/2026
Navy Norfolk VA 08/2019 08/2025
Full-Time Education Miami FL 01/2015 08/2019
First Command Brokerage Services, Inc. Fort Worth TX 02/2026 Present
First Command Advisory Services, Inc. Fort Worth TX 02/2026 Present
First Command Insurance Services, Inc. Fort Worth TX 02/2026 Present
  • 05/2025 → 02/2026
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 08/2019 → 08/2025
    Navy
    Norfolk, VA
  • 01/2015 → 08/2019
    Full-Time Education
    Miami, FL
  • 02/2026 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 02/2026 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 02/2026 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-10
  • S66 Uniform Combined State Law Examination
    2026-02-10

View on SEC IAPD

More in Fort Worth, TX

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