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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 2022-07-07
  • TX RA
    APPROVED_RES
    Since 2022-07-07

Branch Locations

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

Minneapolis, MN • 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 Financial Planning, Inc. Fort Worth TX 01/2014 06/2022
First Command Insurance Services, Inc. Fort Worth TX 01/2014 06/2022
First Command Advisory Services Fort Worth TX 12/2015 06/2022
First Command Brokerage Services, Inc Fort Worth TX 06/2022 Present
  • 01/2014 → 06/2022
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 01/2014 → 06/2022
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 12/2015 → 06/2022
    Fort Worth, TX
  • 06/2022 → Present
    First Command Brokerage Services, Inc
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-30
S63 Uniform Securities Agent State Law Examination 2013-10-05
  • S65 Uniform Investment Adviser Law Examination
    2013-10-30
  • S63 Uniform Securities Agent State Law Examination
    2013-10-05
Other Names
  • Teri Joyce Delperdang

View on SEC IAPD

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