WW
William C. Wilson
FIRST COMMAND ADVISORY SERVICES
Orlando, FL 32801
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CRD#: 5840003
WW
Professional summary
William Christopher Wilson is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Orlando, Florida and FIRST COMMAND BROKERAGE SERVICES, INC. located in Orlando, Florida.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. William has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Name of the other business: William C Wilson & Associates, LLC Whether the business is investment-related: Yes Address of the other business: 605 E Robinson Street, ste 510, Orlando, FL, 32801 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Jan 01, 2019 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: This is how my business is setup for all activities as a DBA First Command independent contractor.
CRS (Client Relationship Summary) - RIA
Click below to view William Christopher Wilson's 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®
NoneExperience
Current
December 15, 2015 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 605 E Robinson St Suite 510, Orlando, FL 32801RIA
CRD#: 281958
Orlando, FL
Current
November 2, 2010 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 605 E. Robinson St. Suite 510, Orlando, FL 32801BD
CRD#: 3641
Orlando, FL
Past
February 22, 2011 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
ENTERPRISE, AL
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/12/2022)
RR
Arizona(9/3/2024)
RR
California(9/12/2022)
RR
Colorado(9/12/2022)
RR
Connecticut(9/12/2022)
RR
District of Columbia(12/17/2024)
RR
Florida(2/24/2014)
IAR
Florida(4/16/2019)
RR
Georgia(9/12/2022)
RR
Hawaii(2/14/2024)
RR
Idaho(9/12/2022)
RR
Illinois(9/12/2022)
RR
Kansas(9/12/2022)
RR
Kentucky(9/12/2022)
RR
Louisiana(9/12/2022)
RR
Maryland(5/6/2025)
RR
Massachusetts(3/1/2024)
RR
Michigan(6/24/2024)
RR
Minnesota(9/12/2022)
RR
Missouri(9/12/2022)
RR
Nevada(9/12/2022)
RR
New Jersey(10/12/2023)
RR
New Mexico(9/12/2022)
RR
North Carolina(9/12/2022)
RR
Ohio(9/12/2022)
RR
Oklahoma(9/12/2022)
RR
Oregon(6/24/2024)
RR
Pennsylvania(9/12/2022)
RR
Puerto Rico(10/7/2022)
IAR
Puerto Rico(11/19/2022)
RR
Rhode Island(6/24/2024)
RR
South Carolina(9/12/2022)
RR
Tennessee(2/22/2011)
RR
Texas(9/12/2022)
IAR
Texas(9/12/2022)
RR
Utah(9/12/2022)
RR
Virginia(9/12/2022)
RR
Washington(9/12/2022)
RR
West Virginia(9/12/2022)
RR
Wisconsin(9/12/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/26/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
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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)
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.
