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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
OK RA APPROVED 2025-08-19
  • OK RA
    APPROVED
    Since 2025-08-19

Branch Locations

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

309 Sw 11Th St Ste 101, Lawton, OK 73501 • United States

Moore, OK • 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
Mcdonalds Albany KY 11/2016 05/2019
Lowes Salem VA 05/2019 08/2019
Department Of Defense Lawton OK 09/2019 09/2025
Unemployed Albany KY 01/2015 11/2016
First Command Brokerage Services, Inc. Fort Worth TX 03/2025 10/2025
First Command Brokerage Services, Inc. Fort Worth TX 10/2025 Present
First Command Advisory Services, Inc. Fort Worth TX 10/2025 Present
First Command Insurance Services, Inc. Fort Worth TX 10/2025 Present
  • 11/2016 → 05/2019
    Mcdonalds
    Albany, KY
  • 05/2019 → 08/2019
    Lowes
    Salem, VA
  • 09/2019 → 09/2025
    Department Of Defense
    Lawton, OK
  • 01/2015 → 11/2016
    Unemployed
    Albany, KY
  • 03/2025 → 10/2025
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 10/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 10/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 10/2025 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-04
S63 Uniform Securities Agent State Law Examination 2025-06-30
  • S65 Uniform Investment Adviser Law Examination
    2025-08-04
  • S63 Uniform Securities Agent State Law Examination
    2025-06-30

View on SEC IAPD

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