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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 2024-08-14
CA RA APPROVED 2024-02-27
  • TX RA
    APPROVED
    Since 2024-08-14
  • CA RA
    APPROVED
    Since 2024-02-27

Branch Locations

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

San Diego, CA • 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 CA 07/2023 02/2024
Valley Forge Flag Moncks Corner SC 02/2022 07/2023
Four Wheel Campers Woodland CA 08/2021 02/2022
Saladino's Sacramento CA 11/2017 08/2021
Coremark Sacramento CA 01/2016 11/2017
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 02/2024 Present
  • 07/2023 → 02/2024
    First Command Brokerage Services, Inc.
    Fort Worth, CA
  • 02/2022 → 07/2023
    Valley Forge Flag
    Moncks Corner, SC
  • 08/2021 → 02/2022
    Four Wheel Campers
    Woodland, CA
  • 11/2017 → 08/2021
    Saladino's
    Sacramento, CA
  • 01/2016 → 11/2017
    Coremark
    Sacramento, CA
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-02
  • S66 Uniform Combined State Law Examination
    2024-02-02

View on SEC IAPD

More in Fort Worth, TX

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