Christine E Goates

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:

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

Current Employers

Employment History

• 03/2013 → Present
  First Command Financial Planning
  Fort Worth, TX
• 12/2015 → Present
  First Command Advisory Services
  Fort Worth, TX

Previous Registrations

• 2012-10-24 → 2013-02-19
  Smh Capital Advisors Llc
  Fort Worth, TX
• 2012-02-27 → 2012-10-30
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 2008-08-04 → 2011-12-02
  Rbc Capital Markets, Llc
  Fort Worth, TX
• 2006-06-08 → 2008-07-31
  Citigroup Global Markets Inc.
  Ft. Worth, TX
  Dallas, TX
  Dallas, TX

Other Businesses

Name of the other business: Petro's Harvest LLC ; Whether the business is investment-related: Yes ; Address of the other business: 4200 S. Hulen Street Suite 513 Fort Worth, TX 76109 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Sole Member ; The start date of your relationship: 8/2/2021 ; 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: Set up LLC as independent contractor for First Command to run business revenue and expenses through

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-23
• S63 Uniform Securities Agent State Law Examination
  2001-07-05

Designations

• Chartered Financial Consultant

Other Names

• Christine E Petro
• Christine E Spaulding