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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
SC RA APPROVED 2017-07-17
  • SC RA
    APPROVED
    Since 2017-07-17

Branch Locations

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

208 West 7Th North St., Summerville, SC 29483 • United States

North Charleston, SC • 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
Unemployed North Charleston SC 03/2017 Present
Leidos North Charleston SC 09/2013 03/2017
First Command Financial Planning, Inc. Fort Worth TX 05/2017 09/2017
First Command Financial Planning, Inc. Fort Worth TX 09/2017 Present
First Command Advisory Services, Inc. Fort Worth TX 09/2017 Present
First Command Insuracne Services, Inc. Fort Worth TX 09/2017 Present
  • 03/2017 → Present
    Unemployed
    North Charleston, SC
  • 09/2013 → 03/2017
    Leidos
    North Charleston, SC
  • 05/2017 → 09/2017
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 09/2017 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 09/2017 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 09/2017 → Present
    First Command Insuracne Services, Inc.
    Fort Worth, TX
Other Businesses

Name of the other business: St. Paul's Church Summerville Whether the business is investment-related: No Address of the other business: 316 West Carolina Avenue, Summerville, South Carolina 29483 Nature of the other business: Board Membership Your position, title, or relationship with the other business: Finance Committee Chair The start date of your relationship: Jan 01, 2026 The approximate number of hours/month you devote to the other business: 6 to 10 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: I chair the standing committee which oversees financial operations for the 503(c)(3), including budget development, monthly income/expense review, long-range planning including an endowment and various multi-year strategic initiatives, and initiating/responding to an external annual audit. My specific duties entail being listed as a secondary approval signatory on operating accounts at a local bank, and being listed as backup secondary approval signatory on an investment account maintained at Edward Jones for redemption of stock transfer gifts.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-15
  • S66 Uniform Combined State Law Examination
    2017-07-15

View on SEC IAPD

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