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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 2025-03-25
FL RA APPROVED 2025-01-14
  • TX RA
    APPROVED
    Since 2025-03-25
  • FL RA
    APPROVED
    Since 2025-01-14

Branch Locations

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

590 Wells Rd Suite 2, Orange Park, FL 32073 • United States

Jacksonville, FL • 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 07/2024 01/2025
United States Navy Jacksonville FL 08/2020 08/2024
United States Navy Pensacola FL 04/2017 07/2020
United States Navy Norfolk VA 03/2014 03/2017
First Command Brokerage Services, Inc. Fort Worth TX 01/2025 Present
First Command Advisory Services, Inc. Fort Worth TX 01/2025 Present
First Command Insurance Services, Inc. Fort Worth TX 01/2025 Present
  • 07/2024 → 01/2025
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 08/2020 → 08/2024
    United States Navy
    Jacksonville, FL
  • 04/2017 → 07/2020
    United States Navy
    Pensacola, FL
  • 03/2014 → 03/2017
    United States Navy
    Norfolk, VA
  • 01/2025 → Present
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 01/2025 → Present
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2025 → Present
    First Command Insurance Services, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-19
S63 Uniform Securities Agent State Law Examination 2024-11-14
  • S65 Uniform Investment Adviser Law Examination
    2024-12-19
  • S63 Uniform Securities Agent State Law Examination
    2024-11-14

View on SEC IAPD

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