George P. Benish

FIRST COMMAND ADVISORY SERVICES

Virginia Beach, VA 23462

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CRD#: 2359255

Professional summary

George Patrick Benish JR, CFP®, who also goes by G P Benish, Pat Benish Jr, Patrick Benish, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Virginia Beach, Virginia and FIRST COMMAND BROKERAGE SERVICES, INC. located in Virginia Beach, Virginia.

George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. George has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

G P Benish | Pat Benish Jr | Patrick Benish

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Patrick Benish JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

December 15, 2015 - Present

FIRST COMMAND ADVISORY SERVICES

Office #1: 1 Columbus Ctr Suite 930, Virginia Beach, VA 23462

RIA

CRD#: 281958

Virginia Beach, VA

Current

June 15, 1993 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

Office #1: One Columbus Center Suite 930, Virginia Beach, VA 23462

CRD#: 3641

Virginia Beach, VA

Past

September 2, 2005 - December 15, 2015

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

CHESAPEAKE, VA

Past

April 12, 2004 - September 2, 2005

FIRST COMMAND BANK

RIA

CRD#: 128851

FORT WORTH, TX

Past

February 9, 2000 - April 12, 2004

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

CHESAPEAKE, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942

RIA

Registered Investment Advisory firm - (7/28/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(9/25/2024)

District of Columbia
(6/28/2016)

Florida
(2/15/2013)

Georgia
(4/8/2014)

Hawaii
(9/5/2024)

North Carolina
(9/23/2010)

Ohio
(1/9/2025)

South Carolina
(2/15/2013)

Texas
(3/16/2015)

IAR

Texas
(12/15/2015)

Virginia
(5/14/1996)

IAR

Virginia
(12/15/2015)

Wisconsin
(6/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/21/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/1/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/14/1993

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942

RIA

Registered Investment Advisory firm - (7/28/2005 Approved)

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Contact information

Main Address

1 Firstcomm Plaza, Fort Worth, TX 76109

Mailing Address

Po Box 2387, Fort Worth, TX 76113-2387

Phone number

(817) 731-8621

Established

Firm type

Fiscal year end

# of Employees

1,787

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP PROGRAM BROCHURE (10/30/2024)

DESCRIPTION OF SERVICES (10/30/2024)

Regulatory assets under management

Total Number of Accounts	110,166
AUM (Assets Under Management)	$ 22,090,760,499

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

George P. Benish

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Patrick Benish JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BANK

FIRST COMMAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

FIRST COMMAND ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/1999

Series 63

Date: 7/1/1993

SIE

Date: 10/1/2018

Series 6

Date: 6/14/1993

FINRA

Current Firm

FIRST COMMAND ADVISORY SERVICES

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST COMMAND ADVISORY SERVICES

TRUST BUT VERIFY

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