Max Bailey Ferrel

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2025 → 07/2026
  First Command Brokerage Services Inc.
  Fort Worth, TX
• 01/2023 → 09/2025
  Veterans Realty Services
  Clarksville, TN
• 07/2020 → 12/2023
  United States Army
  Clarksville, TN
• 05/2016 → 07/2020
  Highschool
  Phoenix, AZ
• 07/2026 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 07/2026 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 07/2026 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

Veterans Realty Services. The business is investment related. The address is 3021 Fort Campbell Blvd Clarksville TN 37042. Assisting in the sale and purchase of residential homes. The position is a real estate agent. I am licensed with said brokerage. January 2023 was the start of relationship. 10 hours a week. No hours during securities trading hours. Meeting with clients, answering home related questions, showing available homes, drafting up purchase and sales contracts, helping clients close on their home.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-01
• S63 Uniform Securities Agent State Law Examination
  2026-05-04