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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
TX RA APPROVED_RES 2022-11-16
AZ RA APPROVED 2015-12-15
  • TX RA
    APPROVED_RES
    Since 2022-11-16
  • AZ RA
    APPROVED
    Since 2015-12-15

Branch Locations

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

6751 Sunset Blvd, Suite 320, Glendale, AZ 85305 • 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 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
  • 02/2014 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 02/2014 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-18
  • S66 Uniform Combined State Law Examination
    2013-10-18
Other Names
  • Bryce Maxson

View on SEC IAPD

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