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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 2022-10-05
VA RA APPROVED 2021-10-05
  • TX RA
    APPROVED_RES
    Since 2022-10-05
  • VA RA
    APPROVED
    Since 2021-10-05

Branch Locations

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

125 Woodstream Blvd Suite 115, Stafford, VA 22556 • United States

Stafford, VA • 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 Advisory Services Fort Worth TX 12/2015 Present
First Command Brokerage Services, Inc. Fort Worth TX 02/2015 Present
First Command Advisory Services, Inc. Fort Worth TX 02/2015 Present
First Command Insurance Services, Inc. Fort Worth TX 02/2015 Present
  • 12/2015 → Present
    Fort Worth, TX
  • 02/2015 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 02/2015 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 02/2015 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

(1) Name of the other business: DonateStock Charitable ; Whether the business is investment-related: Yes ; Address of the other business: N/A ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Board Member ; The start date of your relationship: 11/1/2022 ; 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: 1 to 5 ; Briefly describe your duties relating to the other business: Oversee and direct business operations, set policies, approve business decisions, evaluate executive performances, and fulfill fiduciary responsibilities. (2) Name of the other business: The Chambers Firm, LLC Whether the business is investment-related: Yes Address of the other business: 125 Woodstream Blvd, Suite 115, Stafford, VA 22556 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: May 14, 2019 The approximate number of hours/month you devote to the other business: Over 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: Pass through entity for First Command business purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-31
S63 Uniform Securities Agent State Law Examination 2014-10-20
  • S65 Uniform Investment Adviser Law Examination
    2014-12-31
  • S63 Uniform Securities Agent State Law Examination
    2014-10-20
Other Names
  • Vanessa Chambers-Schmieder

View on SEC IAPD

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