Best Investors Account Sign in

Sara Nicole Wilson

First Command Advisory Services

Mount Laurel, NJ

Fort Worth, TX

Joint Base Mdl, NJ

Claim This Profile
Current Employers
First Command Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-08-29
  • NJ RA
    APPROVED
    Since 2024-08-29

Branch Locations

100 Century Pkwy Suite 130, Mount Laurel, NJ 08054 • United States

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

Joint Base Mdl, NJ • 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 Fort Worth TX 01/2024 08/2024
Homemaker Montgomery AL 01/2009 09/2024
Discovering The Magic Travel Fort Wayne IN 01/2024 09/2025
First Command Advisory Services, Inc. Fort Worth TX 09/2024 Present
First Command Brokerage Services, Inc. Fort Worth TX 09/2024 Present
First Command Insurance Services, Inc. Fort Worth TX 09/2024 Present
  • 01/2024 → 08/2024
    First Command Brokerage Services
    Fort Worth, TX
  • 01/2009 → 09/2024
    Homemaker
    Montgomery, AL
  • 01/2024 → 09/2025
    Discovering The Magic Travel
    Fort Wayne, IN
  • 09/2024 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 09/2024 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 09/2024 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-27
S63 Uniform Securities Agent State Law Examination 2024-08-05
  • S65 Uniform Investment Adviser Law Examination
    2024-08-27
  • S63 Uniform Securities Agent State Law Examination
    2024-08-05
Other Names
  • Sara N Boyd

View on SEC IAPD

Other Firms

MORGAN STANLEY
GENRISE WEALTH ADVISORS LLC
ENCOMPASS MORE ASSET MANAGEMENT LLC
LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC
GSG ADVISORS LLC
VALIC FINANCIAL ADVISORS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

RACHEL S CHARLES
JEAN-PAUL BRESCIA
ROBERT CHRISTOPHER SMITH
CRAIG EVERETT YATES
CYNTHIA E JONES
MICHELE GIRGENTI
JOHN BORREGGINE
JOSEPH GORDON DEHN

Other Offices

MORGAN STANLEY · Mount Laurel, NJ
GENRISE WEALTH ADVISORS LLC · MT. LAUREL, NJ
ENCOMPASS MORE ASSET MANAGEMENT LLC · Mount Laurel, NJ
LPL FINANCIAL LLC · MT LAUREL, NJ
CREATIVEONE WEALTH, LLC · Mt. Laurel, NJ
GSG ADVISORS LLC · MOUNT LAUREL, NJ
VALIC FINANCIAL ADVISORS, INC. · MOUNT LAUREL, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MOUNT LAUREL, NJ

More in Mount Laurel, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor