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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
FL RA APPROVED 2025-12-16
  • FL RA
    APPROVED
    Since 2025-12-16

Branch Locations

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

180 North Palafox St, Pensacola, FL 32502 • United States

Pensacola, FL • 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 07/2025 12/2025
United States Navy Washington Dc DC 10/2001 11/2025
First Command Brokerage Services, Inc. Fort Worth TX 12/2025 Present
First Command Advisory Services, Inc. Fort Worth TX 12/2025 Present
First Command Insurance Services, Inc. Fort Worth TX 12/2025 Present
  • 07/2025 → 12/2025
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 10/2001 → 11/2025
    United States Navy
    Washington Dc, DC
  • 12/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 12/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 12/2025 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

Name of the other business: Rental Properties Whether the business is investment-related: no Address of the other business: 902 N Spring St, Pensacola, FL 32501 Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Rental Property Owner The start date of your relationship: Jan 01, 2014 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: 6 to 10 Briefly describe your duties relating to the other business: I own a rental property in San Diego that a property manager manages. We also rent out rooms in our Primary Residence, which my husband and I manage ourselves.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-18
S63 Uniform Securities Agent State Law Examination 2025-10-21
  • S65 Uniform Investment Adviser Law Examination
    2025-11-18
  • S63 Uniform Securities Agent State Law Examination
    2025-10-21

View on SEC IAPD

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