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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
LA RA APPROVED 2025-05-20
TX RA APPROVED 2025-05-19
  • LA RA
    APPROVED
    Since 2025-05-20
  • TX RA
    APPROVED
    Since 2025-05-19

Branch Locations

1325 Barksdale Blvd Suite 207, Bossier City, LA 71111 • United States

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

Shreveport, LA • 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
Community Bank Of Louisiana Mansfield LA 05/2017 06/2018
Louisiana Army National Guard Shreveport LA 04/2014 Present
Centenary College Of Louisiana Shreveport LA 05/2012 05/2017
First Command Financial Planning Inc Fort Worth TX 03/2018 08/2018
First Command Advisory Services Fort Worth TX 08/2018 05/2019
First Command Financial Planning Inc Fort Worth TX 08/2018 05/2019
First Command Insurance Services Fort Worth TX 08/2018 05/2019
First Command Brokerage Services Fort Worth TX 02/2025 05/2025
Caddo Parish Fire District Keithville LA 11/2021 05/2025
First Command Brokerage Services, Inc. Fort Worth TX 05/2025 Present
First Command Advisory Services, Inc. Fort Worth TX 05/2025 Present
First Command Insurance Services, Inc. Fort Worth TX 05/2025 Present
  • 05/2017 → 06/2018
    Community Bank Of Louisiana
    Mansfield, LA
  • 04/2014 → Present
    Louisiana Army National Guard
    Shreveport, LA
  • 05/2012 → 05/2017
    Centenary College Of Louisiana
    Shreveport, LA
  • 03/2018 → 08/2018
    First Command Financial Planning Inc
    Fort Worth, TX
  • 08/2018 → 05/2019
    Fort Worth, TX
  • 08/2018 → 05/2019
    First Command Financial Planning Inc
    Fort Worth, TX
  • 08/2018 → 05/2019
    First Command Insurance Services
    Fort Worth, TX
  • 02/2025 → 05/2025
    First Command Brokerage Services
    Fort Worth, TX
  • 11/2021 → 05/2025
    Caddo Parish Fire District
    Keithville, LA
  • 05/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 05/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 05/2025 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Previous Registrations
Other Businesses

Name of the other business: Louisiana National Guard Whether the business is investment-related: No Address of the other business: Esler Regional Airport, 7609 B St, Pineville, LA 71360 Nature of the other business: Military Your position, title, or relationship with the other business: Critical Care Flight Paramedic The start date of your relationship: Apr 15, 2014 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: 6 to 10 Briefly describe your duties relating to the other business: Provide critical care medical support for point of injury transfers and interfacility transfers of wounded service members.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-29
  • S66 Uniform Combined State Law Examination
    2025-03-29
Other Names
  • Loren Spencer Lepore

View on SEC IAPD

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