George E. Robinson

FIRST COMMAND ADVISORY SERVICES

Windsor, CT

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CRD#: 4063071

Professional summary

George Edgar Robinson, who also goes by George Edgar Robinson Jr., George E Robinson, George Edgar Robinson Jr, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Windsor, Connecticut and FIRST COMMAND BROKERAGE SERVICES, INC. located in Fort Worth, Texas.

George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. George has worked at 8 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 4, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George Edgar Robinson Jr. | George E Robinson | George Edgar Robinson Jr

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.

(1)Name of the other business: G & G Travel Deals ; Whether the business is investment-related: Yes ; Address of the other business: N/A ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Co-Owner ; The start date of your relationship: 9/17/2012 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Rental of Rooms using Vacation Club Membership -Partnership (2)Name of the other business: Shadowbox Photo Booth ; Whether the business is investment-related: No ; Address of the other business: 32 Dally Farm Rd, Windsor, CT 06095 ; Nature of the other business: Other OBA ; Your position, title, or relationship with the other business: Owner/Operator ; The start date of your relationship: 7/18/2021 ; The approximate number of hours/month you devote to the other business: 11 to 20 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Photo booth rental

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Edgar Robinson'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®

None

Experience

Current

September 14, 2022 - Present

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

Windsor, CT

Current

September 14, 2022 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

Office #1: 1 Firstcomm Plaza, Fort Worth, TX 76109

CRD#: 3641

Fort Worth, TX

Past

February 19, 2021 - September 2, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

WINDSOR, CT

Past

February 19, 2021 - September 2, 2022

LPL FINANCIAL LLC

CRD#: 6413

WINDSOR, CT

Past

August 1, 2008 - July 20, 2020

NATIONWIDE SECURITIES, LLC

RIA

CRD#: 11173

ROCKY HILL, CT

Past

February 15, 2005 - August 1, 2008

1717 CAPITAL MANAGEMENT COMPANY

RIA

CRD#: 4082

ROCKY HILL, CT

Past

March 22, 2004 - August 1, 2008

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

ROCKY HILL, CT

Past

December 18, 2001 - July 20, 2020

NATIONWIDE SECURITIES, LLC

CRD#: 11173

ROCKY HILL, CT

Past

March 30, 2000 - November 5, 2001

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

March 29, 2000 - September 23, 2000

AETNA FINANCIAL SERVICES, INC.

CRD#: 13255

HARTFORD, CT

Past

November 5, 1999 - March 17, 2000

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

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

Connecticut
(9/14/2022)

Texas
(9/14/2022)

IAR

Texas
(9/14/2022)

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: 1/30/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/17/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/4/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 9/13/2021

Registered Options Principal Examination

Principal/Supervisory Exam

Series 53

Date: 6/20/2001

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/28/2000

General Securities Principal 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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George E. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Edgar Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST COMMAND BROKERAGE SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NATIONWIDE SECURITIES, LLC

1717 CAPITAL MANAGEMENT COMPANY

1717 CAPITAL MANAGEMENT COMPANY

NATIONWIDE SECURITIES, LLC

VOYA FINANCIAL PARTNERS, LLC

AETNA FINANCIAL SERVICES, INC.

CITICORP INVESTMENT SERVICES

Primary Firm SEC Registration

FIRST COMMAND ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2003

Series 63

Date: 1/17/2000

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/4/1999

Series 4

Date: 9/13/2021

Series 53

Date: 6/20/2001

Series 24

Date: 6/28/2000

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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