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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
LA RA APPROVED 2026-01-14
TX RA APPROVED 2026-01-13
  • LA RA
    APPROVED
    Since 2026-01-14
  • TX RA
    APPROVED
    Since 2026-01-13

Branch Locations

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

1325 Barksdale Blvd Suite 207, Bossier City, LA 71111 • 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 04/2025 01/2026
United States Air Force Barksdale Air Force Base LA 12/2022 Present
United States Air Force Dyess Air Force Base TX 03/2018 12/2022
United States Air Force Kadena Air Base 02/2014 02/2018
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
  • 04/2025 → 01/2026
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 12/2022 → Present
    United States Air Force
    Barksdale Air Force Base, LA
  • 03/2018 → 12/2022
    United States Air Force
    Dyess Air Force Base, TX
  • 02/2014 → 02/2018
    United States Air Force
    Kadena Air Base
  • 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
Other Businesses

Name of the other business: United States Air Force Whether the business is investment-related: No Address of the other business: 245 Davis Ave, Barksdale AFB, LA 71110 Nature of the other business: Military Your position, title, or relationship with the other business: Avionics Functional Area Manager The start date of your relationship: Mar 02, 2004 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Currently have no duties as I am on terminal leave. My retirement effective date is 1 April 2026.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-19
S63 Uniform Securities Agent State Law Examination 2025-11-21
  • S65 Uniform Investment Adviser Law Examination
    2025-12-19
  • S63 Uniform Securities Agent State Law Examination
    2025-11-21

View on SEC IAPD

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