WE
William E. Eldridge
FIRST COMMAND ADVISORY SERVICES
Halstead, KS
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CRD#: 6338162
WE
Professional summary
William E Eldridge, who also goes by William Edward Eldridge, William Edward Eldridge, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Halstead, Kansas and FIRST COMMAND BROKERAGE SERVICES, INC. located in Manhattan, Kansas.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. William has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Edward Eldridge | William Edward Eldridge
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: GPS Financial, LLC ; Whether the business is investment-related: Yes ; Address of the other business: 1121 Hudson Ave, Suite B, Manhattan, KS 66503 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Managing Partner ; The start date of your relationship: May 01, 2024 ; 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: This is the business that I use for all my First Command Business related activities. This is the Business I use when filing taxes for all the money received and paid out in relation to all First Command activities as a pass through.
CRS (Client Relationship Summary) - RIA
Click below to view William E Eldridge'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
January 7, 2020 - Present
FIRST COMMAND ADVISORY SERVICES
Office #2: 1121 Hudson Ave Ste B, Manhattan, KS 66503RIA
CRD#: 281958
Halstead, KS
Current
January 7, 2020 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 1121 Hudson Avenue Suite B, Manhattan, KS 66503BD
CRD#: 3641
Manhattan, KS
Past
December 15, 2015 - April 1, 2019
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
Jacksonville Beach, FL
Past
August 8, 2014 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
JACKSONVILLE BEACH, FL
Past
June 13, 2014 - April 1, 2019
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
JACKSONVILLE BEACH, FL
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(2/4/2022)
RR
Arizona(4/12/2024)
RR
Arkansas(4/12/2024)
RR
California(1/3/2023)
RR
Colorado(3/3/2023)
RR
Connecticut(1/7/2020)
RR
District of Columbia(4/12/2024)
RR
Florida(1/7/2020)
RR
Georgia(8/21/2024)
RR
Idaho(4/12/2024)
RR
Illinois(1/3/2023)
RR
Iowa(1/3/2023)
RR
Kansas(4/24/2020)
IAR
Kansas(5/7/2024)
RR
Louisiana(4/12/2024)
RR
Maine(11/1/2021)
RR
Massachusetts(6/5/2020)
RR
Michigan(7/1/2024)
RR
Missouri(1/3/2023)
RR
Montana(10/24/2024)
RR
Nebraska(4/12/2024)
RR
New Jersey(1/5/2021)
RR
North Carolina(4/12/2024)
RR
North Dakota(4/12/2024)
RR
Ohio(4/30/2025)
RR
Oklahoma(1/3/2023)
RR
Pennsylvania(11/3/2025)
RR
Tennessee(1/13/2023)
RR
Texas(1/25/2021)
IAR
Texas(1/28/2021)
RR
Utah(5/20/2025)
RR
Virginia(4/12/2024)
RR
Washington(4/12/2024)
RR
Wisconsin(1/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/1/2022
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.
