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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 | 2017-09-11 |
Branch Locations
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Houston, TX • United States
10700 Richmond Ave, Suite 300, Houston, TX 77042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jim Mcnair - Advisor | Lawton | OK | 10/2015 | 09/2017 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 07/2016 | 09/2017 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 09/2017 | Present |
| First Command Financial Planning, Inc. | Fort Worth | TX | 09/2017 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 09/2017 | Present |
(1) Name of the other business: Rental Property ; Whether the business is investment-related: Not Investment-related ; Address of the other business: ; Nature of the other business: Rental Property ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 07/1996 ; The approximate number of hours/month you devote to the other business: <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: Communicate with the housing management company and provide authorization for any repairs, etc. (2) Name of the other business: Rental Properties Whether the business is investment-related: No Address of the other business: Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Land Lady The start date of your relationship: Dec 23, 2024 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: Answer phone calls from White Glove Reality that manages the rentals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-11 |
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