Robert G. Milmore
FIRST COMMAND ADVISORY SERVICES
Colorado Springs, CO 80920
Some features on this profile are disabled
CRD#: 6054416
Professional summary
Robert George Milmore, CFP® is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Colorado Springs, Colorado and FIRST COMMAND BROKERAGE SERVICES, INC. located in Colorado Springs, Colorado.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Robert has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24 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.
(1) Name of the other business: US Army Reserves ; Whether the business is investment-related: No ; Address of the other business: Peterson, SFB Colorado Springs, CO 80916 ; Nature of the other business: Military ; Your position, title, or relationship with the other business: Officer ; The start date of your relationship: 6/1/2014 ; 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: 11 to 20 ; Briefly describe your duties relating to the other business: USSPACECOM CHoPS; J3 (2) Name of the other business: Milmore Advisory Group ; Whether the business is investment-related: Yes ; Address of the other business: 1277 Kelly Johnson blvd, suite 260 Colorado Springs, CO 80920 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: President ; The start date of your relationship: 1/1/2021 ; 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: President of S Corp that I use for business/payroll purpose for my FC IC position
CRS (Client Relationship Summary) - RIA
Click below to view Robert George Milmore'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®
CFP®
Start date: 2015
Experience
Current
December 15, 2015 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 1277 Kelly Johnson Blvd Suite 260, Colorado Springs, CO 80920RIA
CRD#: 281958
Colorado Springs, CO
Current
November 12, 2014 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 1277 Kelly Johnson Blvd. Suite 260, Colorado Springs, CO 80920BD
CRD#: 3641
Colorado Springs, CO
Past
November 12, 2014 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
Highland Falls, NY
Past
December 18, 2013 - October 31, 2014
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
BOSTON, MA
Past
July 29, 2013 - October 31, 2014
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
BOSTON, MA
Past
August 16, 2012 - June 24, 2013
SANFORD C. BERNSTEIN & CO., LLC
BD
CRD#: 104474
NEW YORK, NY
Past
April 24, 2012 - August 6, 2012
DREXEL HAMILTON, LLC
BD
CRD#: 143570
NEW YORK, 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".
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(5/12/2022)
RR
Alaska(5/12/2022)
RR
Arizona(5/12/2022)
RR
Arkansas(10/19/2022)
RR
California(5/12/2022)
RR
Colorado(10/2/2017)
IAR
Colorado(9/30/2020)
RR
Connecticut(11/12/2014)
RR
District of Columbia(5/12/2022)
RR
Florida(8/26/2015)
RR
Georgia(5/12/2022)
RR
Hawaii(5/12/2022)
RR
Idaho(5/12/2022)
RR
Illinois(5/12/2022)
RR
Indiana(10/19/2022)
RR
Iowa(10/19/2022)
RR
Kansas(5/12/2022)
RR
Kentucky(5/12/2022)
RR
Louisiana(6/5/2025)
RR
Maine(10/19/2022)
RR
Maryland(5/12/2022)
RR
Massachusetts(5/12/2022)
RR
Michigan(10/4/2023)
RR
Minnesota(10/19/2022)
RR
Mississippi(5/12/2022)
RR
Missouri(5/12/2022)
RR
Montana(5/13/2022)
RR
Nebraska(10/19/2022)
RR
Nevada(5/12/2022)
RR
New Hampshire(5/12/2022)
RR
New Jersey(10/19/2022)
RR
New Mexico(10/19/2022)
IAR
New Mexico(11/6/2024)
RR
New York(11/12/2014)
IAR
New York(6/4/2025)
RR
North Carolina(4/2/2019)
RR
North Dakota(5/12/2022)
RR
Ohio(5/13/2022)
RR
Oklahoma(5/12/2022)
RR
Oregon(5/12/2022)
RR
Pennsylvania(10/19/2022)
RR
Rhode Island(5/12/2022)
RR
South Carolina(10/19/2022)
RR
South Dakota(5/12/2022)
RR
Tennessee(10/19/2022)
RR
Texas(9/5/2017)
IAR
Texas(9/5/2017)
RR
Utah(5/12/2022)
RR
Vermont(10/19/2022)
RR
Virginia(5/12/2022)
RR
Washington(5/12/2022)
RR
West Virginia(5/12/2022)
RR
Wisconsin(5/12/2022)
RR
Wyoming(5/12/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Registered Investment Advisory firm - (7/28/2005 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958Colorado Springs, CO 80920TRUST BUT VERIFY
Monitor Robert Milmore
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
