Lori Ann Sidrony

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2007 → 08/2023
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 12/2007 → 08/2023
  First Command Financial Services, Inc
  Fort Worth, TX
• 12/2015 → 08/2023
  First Command Advisory Services
  Fort Worth, TX
• 02/2024 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 02/2024 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 08/2023 → 02/2024
  Unemployed
  Azle, TX

Previous Registrations

• 2015-12-15 → 2023-08-16
  First Command Advisory Services
  Fort Worth, TX
• 2008-01-07 → 2015-12-15
  First Command Brokerage Services, Inc.
  Fort Worth, TX
  Fort Worth, TX
• 2003-06-17 → 2007-11-21
  1St Global Advisors Inc
  Dallas, TX
• 2001-05-25 → 2003-06-05
  Hfg Advisors, L.L.C.
  Dallas, TX
• 2001-05-25 → 2003-05-20
  Mml Investors Services, Llc
  Dallas, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-08-18

Designations

• Certified Financial Planner

Other Names

• Lori Ann Chiricotti
• Lori A Sidrony
• Lori A Sidrony