Charles Spencer

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

• 07/2023 → 02/2024
  First Command Brokerage Services Inc
  Fort Worth, TX
• 02/2019 → Present
  Five Star Real Estate
  Spokane Valley, WA
• 10/2020 → Present
  Grossman College Funding
  Spokane, WA
• 04/2021 → 06/2022
  Shipt
  Spokane, WA
• 05/2019 → 09/2019
  Environment Control
  Spokane, WA
• 10/2018 → 06/2019
  Sky Hawks
  Spokane, WA
• 06/2016 → 09/2018
  Spruce Tree Montessori
  Fairbanks, AK
• 08/2012 → 02/2018
  Fairbanks North Star Borough School District
  Fairbanks, AK
• 02/2024 → Present
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 02/2024 → Present
  First Command Advisory Services , Inc.
  Fort Worth, TX
• 02/2024 → Present
  First Command Insurance Services , Inc
  Fort Worth, TX
• 11/2023 → 02/2024
  Amazon
  Spokane, WA

Other Businesses

(1) Name of the other business: Grossman College Funding ; Whether the business is investment-related: Yes ; Address of the other business: 2919 E Mission Ave Suite 202, Spokane, WA 99202 ; Nature of the other business: Employment ; Your position, title, or relationship with the other business: College Advisor ; The start date of your relationship: 10/1/2019 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Help students prepare for the SAT, college applications, goal setting and essay writing. Give general advice on steps to be accepted into college. (2) Name of the other business: Five Star Real Estate ; Whether the business is investment-related: No ; Address of the other business: 12121 E Broadway Ave, BLDG #2, Spokane Valley, WA 99206 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Agent ; The start date of your relationship: 2/3/2019 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Help with the purchase and sale of residential real property (3) Name of the other business: University of Alaska Fairbanks Whether the business is investment-related: No Address of the other business: 505 S Chandalar Dr., Fairbanks, Alaska 99775 Nature of the other business: Education/Training Your position, title, or relationship with the other business: Instructor The start date of your relationship: Sep 10, 2025 The approximate number of hours/month you devote to the other business: 1 to 5 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: Volunteer for virtual educational retirement course. I lead 4 classes over a 4 week period. I am not an employee of UAF and this is not a paid position.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-09
• S63 Uniform Securities Agent State Law Examination
  2024-01-03

Other Names

• Charles Andrew Spencer