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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
VA RA APPROVED 2024-04-22
  • VA RA
    APPROVED
    Since 2024-04-22

Branch Locations

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

Farifax, VA • United States

12150 Monument Drive Suite 500, Fairfax, VA 22033 • 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
First Command Brokerage Services, Inc Fort Worth TX 04/2023 04/2024
Deloitte Consulting Llp Arlington VA 07/2018 04/2024
United States Navy Washington DC 02/1995 06/2018
First Command Brokerage Services, Inc. Fort Worth TX 04/2024 Present
First Command Advisory Services, Inc. Fort Worth TX 04/2024 Present
First Command Insurance Services, Inc. Fort Worth TX 04/2024 Present
  • 04/2023 → 04/2024
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 07/2018 → 04/2024
    Deloitte Consulting Llp
    Arlington, VA
  • 02/1995 → 06/2018
    United States Navy
    Washington, DC
  • 04/2024 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 04/2024 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 04/2024 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-18
S63 Uniform Securities Agent State Law Examination 2024-02-02
  • S65 Uniform Investment Adviser Law Examination
    2024-03-18
  • S63 Uniform Securities Agent State Law Examination
    2024-02-02

View on SEC IAPD

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