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Samantha Ann Hilliard

FIRST COMMAND ADVISORY SERVICES
College Station, TX
·CRD# 2727884·30 years experience

Professional Summary

Samantha Ann Hilliard is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in College Station, Texas and FIRST COMMAND BROKERAGE SERVICES, INC. located in Salado, Texas. Samantha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Samantha has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 6 and Series 26 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

30 years in the financial services industry

Current & Past Employments

FIRST COMMAND ADVISORY SERVICES·CRD# 281958
RIA
1. 3104 Texas Avenue South, College Station, TX 778452. Salado, TX
December 15, 2015 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.·CRD# 3641
BD
1. Salado, TX2. 3104 Texas Ave S, College Station, TX 77845
May 28, 1996 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.·CRD# 3641
RIA
Salado, TX
September 2, 2005 - December 15, 2015
FIRST COMMAND BANK·CRD# 128851
RIA
Fort Worth, TX
January 4, 2005 - September 2, 2005

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Current Firm

FC
FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - SEC (7/28/2005 Approved)

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

# of Employees

1,787

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP PROGRAM BROCHURE (6/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

113,591

AUM (Assets Under Management)

$24,429,418,155

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1)SHAREHOLDER OF AN ASPHALT, ROCK AND OIL COMPANY TITLED LOUIS MARSH, INC IN MORRISONVILLE,IL. THIS IS A FAMILY BUSINESS SINCE THE '70S. I DEVOTE ZERO HOURS TO THE COMPANY. 2)I HAVE OWNED PECAN VALLEY FARM/SAMANTHA HILLIARD; LOCATED AT 2959 BOYS RANCH RD, KEMPNER, TX 76539, SINCE 1996. I BUY AND SELL HORSES, SPENDING AN AVERAGE OF 40 HOURS PER MONTH, OF WHICH 10 HOURS ARE SPENT DURING SECURITY TRADING HOURS. I COMPETE, SHOW, RAISE, BUY AND SELL HORSES, SELLING 1 OR 2 A YEAR. 3)RENTAL PROPERTY; NOT INVESTMENT RELATED; OWNER; START DATE = 12/1/2013; LESS THAN 10% OF HOURS/MO; NONE DURING BUSINESS HOURS. 4)Name of the other business: Arabian Hunter Pleasure Association ; Whether the business is investment-related: Not Investment-related ; Address of the other business: 1321 Mourning Dove Ct, Salado, TX 76571 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: President ; The start date of your relationship: 11/23/16 ; The approximate number of hours/month you devote to the other business: 6 - 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: President of the Board. It is a nonprofit with no active members and is tied to the Arabian horse community
(5)Name of the other business: Front Loaded Too LLC Whether the business is investment-related: Yes Address of the other business: 1321 Mourning Dove Ct Salado TX 76571 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: President The start date of your relationship: 03/22/19 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: Over 40 Briefly describe your duties relating to the other business: S Corp for my Financial Business (First Command Advisor)

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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".
FC
FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - SEC (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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(3/22/2019)
RR
Arizona
(12/5/2013)
RR
Colorado
(9/27/2007)
RR
Florida
(1/24/2020)
RR
Georgia
(9/9/2026)
RR
Missouri
(9/22/2026)
RR
North Carolina
(5/28/2026)
RR
Texas
(4/12/1999)
IAR
Texas
(12/15/2015)
RR
Washington
(4/12/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2004About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1996About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 1996About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Dec 2006About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Samantha Ann Hilliard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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SH
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