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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 | 2017-03-31 |
| VA | RA | APPROVED | 2015-12-15 |
Branch Locations
Chesapeake, VA • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc | Fort Worth | TX | 12/2014 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 12/2014 | Present |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | Present |
Name of the other business: Wings Over America Scholarship Foundation Whether the business is investment-related: No Address of the other business: 770 Lynnhaven Parkway, Ste. 155, Virginia Beach, VA 23452 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Board Member and Finance Committee Chair The start date of your relationship: Aug 01, 2017 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: I am a board member and the finance committee chairperson for WOASF, we provide and administer scholarships for family members of current and former US Navy members who served in aviation commands.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-01 |
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