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First Command Advisory Services CRD 281958
$24.4B regulatory AUM 1,013 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-16 |
| AZ | RA | APPROVED | 2015-12-15 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
6751 Sunset Blvd, Suite 320, Glendale, AZ 85305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Insurance Services, Inc. | Fort Worth | TX | 02/2014 | Present |
| First Command Financial Planning, Inc. | Fort Worth | TX | 02/2014 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
Name of the other business: Maxson Financial Group, LLC Whether the business is investment-related: Yes Address of the other business: 6751 N Sunset Blvd, Ste 320, Glendale, AZ 85305 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Nov 22, 2013 The approximate number of hours/month you devote to the other business: 21 to 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: Financial advisor duties (full financial planning) as the Financial Advisor for First Command Financial Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-18 |
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