Stephanie R. Ames

FIRST COMMAND ADVISORY SERVICES | Financial Advisor

Montgomery, AL 36117

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CRD#: 4313265

Professional summary

Stephanie Renee Ames, who also goes by Stephanie Renee Hooper, Stephanie Renee Wilmoth, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Montgomery, Alabama and FIRST COMMAND BROKERAGE SERVICES, INC. located in Montgomery, Alabama.

Stephanie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Stephanie has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephanie Renee Hooper | Stephanie Renee Wilmoth

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 Stephanie Renee Ames'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

January 20, 2026 - Present

FIRST COMMAND ADVISORY SERVICES

Office #1: 1930 Berryhill Rd, Montgomery, AL 36117

RIA

CRD#: 281958

Montgomery, AL

Current

January 21, 2026 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

Office #1: 1930 Berryhill Road, Montgomery, AL 36117

CRD#: 3641

Montgomery, AL

Past

March 4, 2020 - January 28, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

COLUMBUS, GA

Past

March 3, 2020 - January 28, 2025

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

COLUMBUS, GA

Past

July 28, 2016 - April 1, 2019

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

Pensacola, FL

Past

May 27, 2016 - April 1, 2019

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

Pensacola, FL

Past

November 21, 2013 - March 1, 2016

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

FAYETTEVILLE, NC

Past

November 21, 2013 - March 1, 2016

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

FAYETTEVILLE, NC

Past

May 23, 2011 - November 25, 2013

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

FAYETTEVILLE, NC

Past

May 14, 2011 - November 25, 2013

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

FAYETTEVILLE, NC

Past

January 19, 2010 - April 13, 2011

INVEST FINANCIAL CORPORATION

CRD#: 12984

SUWANEE, GA

Past

December 18, 2009 - April 13, 2011

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

SUWANEE, GA

Past

September 25, 2007 - January 8, 2008

SYNOVUS SECURITIES, INC.

RIA

CRD#: 14023

COLUMBUS, GA

Past

September 6, 2005 - January 8, 2008

SYNOVUS SECURITIES, INC.

CRD#: 14023

COLUMBUS, GA

Past

January 3, 2001 - September 2, 2005

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

FORT WORTH, TX

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

IAR

Alabama
(1/20/2026)

Alabama
(1/21/2026)

Florida
(1/26/2026)

IAR

Georgia
(1/20/2026)

Georgia
(1/21/2026)

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: 9/24/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/6/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/3/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/2/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 4/17/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/7/2023

General Securities Sales Supervisor - Options Module 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

DESCRIPTION OF SERVICES (12/26/2025)

WRAP PROGRAM BROCHURE (12/26/2025)

Regulatory assets under management

Total Number of Accounts	113,591
AUM (Assets Under Management)	$ 24,429,418,155

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Stephanie R. Ames

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Renee Ames's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST COMMAND BROKERAGE SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

SYNOVUS SECURITIES, INC.

SYNOVUS SECURITIES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

FIRST COMMAND ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/2007

Series 63

Date: 1/6/2001

SIE

Date: 10/1/2018

Series 7

Date: 4/3/2006

Series 6

Date: 1/2/2001

Series 10

Date: 4/17/2023

Series 9

Date: 3/7/2023

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

Contact information

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