Phillip R Wight
Professional Summary
Phillip R Wight, who also goes by Phillip Reese Wight, Phillip Rees Wight, is a registered financial advisor currently at FIRST COMMAND BROKERAGE SERVICES, INC. located in O'fallon, Illinois. Phillip is registered as a RR (Registered Representative) and started their career in finance in 2000. Phillip has worked at 14 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 55, Series 7, Series 24, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Phillip Reese Wight, Phillip Rees Wight
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Contact Information
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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.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
FIRST COMMAND ADVISORY SERVICES | UNITED SERVICES PLANNING ASSOCIATION, INC. | FIRST COMMAND INSURANCE SERVICES INC. | FIRST COMMAND FINANCIAL SERVICES, INC. | FIRST COMMAND FINANCIAL PLANNING, INC. | FIRST COMMAND BROKERAGE SERVICES, INC.
Contact Information
Main Address
1 Firstcomm Plaza, Fort Worth, TX 76109Mailing Address
P.o. Box 2387, Fort Worth, TX 76113Phone Number
(817) 731-8621Established
Texas since 11/24/1958Firm Type
CorporationFiscal Year End
SeptemberFirm Size
LargeFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIRST COMMAND FINANCIAL SERVICES, INC. | STOCKHOLDER/OWNER | — |
| CADDELL, TINA KATHERINE | VICE PRESIDENT - PRINCIPAL OPERATIONS OFFICER | 3041675 |
| CERBONE, HEIDI ELIZABETH | VICE PRESIDENT AND TREASURER | 5734664 |
| CHARTAN, ERIC | SENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER | 4809520 |
| GRIFFIN, CASEY JAMES | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 3124214 |
| HUBKA, MEEGHAN LYNNE | VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER (FINOP) | 5859322 |
| RICHTER, KELLEEN MARIE | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | 2098017 |
| SMITH, FRANK DEAN | SENIOR VICE PRESIDENT - CHIEF INFORMATION SECURITY OFFICER & CHIEF TECHNOLOGY OFFICER | 6005160 |
| STEFFE, MARK DUANE | PRESIDENT/CEO | 2204689 |
Disclosures
Regulatory Event
5Arbitration
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Jan 2002Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Aug 2008About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jul 2008About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Phillip R Wight's CRS (Customer Relationship Summary).
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