RB
Ralph Boeckmann
FIRST COMMAND ADVISORY SERVICES
Haymarket, VA
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CRD#: 6176953
RB
Professional summary
Ralph Boeckmann is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Haymarket, Virginia and FIRST COMMAND BROKERAGE SERVICES, INC. located in Fairfax, Virginia.
Ralph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Ralph has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 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)INTERNATIONAL ENGAGEMENT FOR FOREIGN MILITARY SALES (FMS) AND INTERNATIONAL BUSINESS DEVELOPMENT (IBD) CONSULTANT SERVICES OF CA. & CYPRESSS INTERNATIONAL INC IN ALEXANDRIA, VA. AND FOR HOMELAND INTELLIGENCE TECHNOLOGY INTERNATIONAL (HITI) INC. IN TAMP, FL. (2)Name of the other business: Ralph Boeckmann, Consultant Whether the business is investment-related: No Address of the other business: 5914 waterloo bridge circle Haymarket, VA 20169 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Independent Consultant The start date of your relationship: 02/01/14 The approximate number of hours/month you devote to the other business: 1 - 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: Foreign Military Sales (FMS) and International Business Development (IBD) consultant, as listed on approved and filed U4 (3) Name of the other business: Boeckmann Advising and Consulting LLC Whether the business is investment-related: Yes Address of the other business: Haymarket, VA Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: CEO / President The start date of your relationship: Mar 31, 2024 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: Establish and operate as an LLC for my First Command financial advising practice and commissions earned.
CRS (Client Relationship Summary) - RIA
Click below to view Ralph Boeckmann'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 #2: 12150 Monument Drive Suite 500, Fairfax, VA 22033RIA
CRD#: 281958
Haymarket, VA
Current
May 31, 2013 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 12150 Monument Drive Suite 500, Fairfax, VA 22033BD
CRD#: 3641
Fairfax, VA
Past
October 10, 2013 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
Fairfax, VA
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(1/28/2021)
RR
Arizona(3/5/2019)
RR
Colorado(10/9/2018)
RR
District of Columbia(10/11/2013)
RR
Florida(1/4/2016)
RR
Georgia(8/8/2016)
RR
Kentucky(10/17/2024)
RR
Maryland(10/11/2013)
RR
Missouri(7/10/2023)
RR
New York(8/23/2024)
RR
North Carolina(5/13/2015)
RR
Ohio(8/2/2018)
RR
Oregon(11/3/2025)
RR
Pennsylvania(1/4/2016)
RR
South Carolina(8/20/2020)
RR
Tennessee(10/18/2017)
RR
Texas(10/18/2023)
IAR
Texas(10/19/2023)
RR
Virginia(10/11/2013)
IAR
Virginia(12/15/2015)
RR
West Virginia(8/22/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
