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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 2025-01-24
AL RA APPROVED 2021-09-23
  • TX RA
    APPROVED_RES
    Since 2025-01-24
  • AL RA
    APPROVED
    Since 2021-09-23

Branch Locations

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

116 S Main St, Enterprise, AL 36330 • United States

Geneva, AL • 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
Edward Jones Investments Kaneohe HI 11/2017 06/2021
Ventura Coast Brewing Company Ventura CA 09/2016 09/2017
Yard House Oxnard CA 03/2016 03/2017
Ventura Now Ventura CA 07/2016 03/2017
First Command Fort Worth TX 08/2020 09/2021
First Command Brokerage Services, Inc. Fort Worth TX 09/2021 Present
First Command Advisory Services, Inc. Fort Worth TX 09/2021 Present
First Command Insurance Services, Inc. Fort Worth TX 09/2021 Present
  • 11/2017 → 06/2021
    Edward Jones Investments
    Kaneohe, HI
  • 09/2016 → 09/2017
    Ventura Coast Brewing Company
    Ventura, CA
  • 03/2016 → 03/2017
    Yard House
    Oxnard, CA
  • 07/2016 → 03/2017
    Ventura Now
    Ventura, CA
  • 08/2020 → 09/2021
    First Command
    Fort Worth, TX
  • 09/2021 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 09/2021 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 09/2021 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-02
  • S66 Uniform Combined State Law Examination
    2021-09-02
Designations
  • Certified Financial Planner
Other Names
  • Kimberley Foisie Miller

View on SEC IAPD

More in Fort Worth, TX

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