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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
NC RA APPROVED 2025-07-08
  • NC RA
    APPROVED
    Since 2025-07-08

Branch Locations

1903 N. Harrison Ave. Ste. 102, Cary, NC 27513 • United States

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

Raleigh, NC • 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 08/2023 07/2025
United States Army Reserves Training Fort Bragg NC 02/2015 08/2018
Vidant Medical Center Greenville NC 08/2016 06/2020
United States Army (Deployment) Landstuhl 06/2020 02/2021
Duke University Hospital Durham NC 02/2021 11/2021
Stryker Spine Enabling Technologies Leesburg VA 11/2021 03/2023
Telus International Ai Las Vegas NV 06/2024 08/2024
United States Army Reserve Training Fort Liberty NC 03/2023 08/2023
United States Army Reserves Fort Liberty NC 02/2015 Present
First Command Brokerage Services, Inc. Fort Worth TX 07/2025 Present
First Command Advisory Services, Inc. Fort Worth TX 07/2025 Present
First Command Insurance Services, Inc. Fort Worth TX 07/2025 Present
  • 08/2023 → 07/2025
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 02/2015 → 08/2018
    United States Army Reserves Training
    Fort Bragg, NC
  • 08/2016 → 06/2020
    Vidant Medical Center
    Greenville, NC
  • 06/2020 → 02/2021
    United States Army (Deployment)
    Landstuhl
  • 02/2021 → 11/2021
    Duke University Hospital
    Durham, NC
  • 11/2021 → 03/2023
    Stryker Spine Enabling Technologies
    Leesburg, VA
  • 06/2024 → 08/2024
    Telus International Ai
    Las Vegas, NV
  • 03/2023 → 08/2023
    United States Army Reserve Training
    Fort Liberty, NC
  • 02/2015 → Present
    United States Army Reserves
    Fort Liberty, NC
  • 07/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 07/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 07/2025 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Other Businesses

(1) Name of the other business: United States Army Reserves ; Whether the business is investment-related: No ; Address of the other business: United States Army Reserve Command, 4710 Knox St, Fort Liberty, NC 28310 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Army Reservist ; The start date of your relationship: Feb 22, 2015 ; The approximate number of hours/month you devote to the other business: 11 to 20 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Provide training to subordinate troops and assist in the organizational planning and execution of orders received from higher. This role is served in the Reserve capacity where planned activities are carried out during drill time which usually is once a month and two weeks out of the year. (2) Name of the other business: Virtual XP Tours LLC ; Whether the business is investment-related: No ; Address of the other business: 5729 Forest Point Rd, Raleigh, NC 27610 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner and Operator ; The start date of your relationship: Oct 27, 2022 ; The approximate number of hours/month you devote to the other business: 6 to 10 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Virtual XP Tours LLC offers Web design, graphic design, digital marketing, and panoramic photography. I work with clients to expand their marketing capabilities with immersive digital media.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-27
  • S66 Uniform Combined State Law Examination
    2025-06-27

View on SEC IAPD

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