Olivia A. Forde
FIRST COMMAND ADVISORY SERVICES
Colorado Springs, CO 80920
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CRD#: 6513556
Professional summary
Olivia Alysse Forde, CFP®, who also goes by Olivia Alysse Fisher, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Colorado Springs, Colorado and FIRST COMMAND BROKERAGE SERVICES, INC. located in Palmer Lake, Colorado.
Olivia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Olivia has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Olivia Alysse Fisher
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: Zen AF Homes, 2nd home does not have an LLC or name ; Whether the business is investment-related: No ; Address of the other business: 1 property is at 715 Upper Windsor Way, Gatlinburg TN 2nd property is 665 Cabana Beach Road, Gulf Shores AL ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Investor ; The start date of your relationship: 9/1/2020 ; 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: We have 2 short-term rental properties that we own. 1 is a partnership (me, my spouse and 1 other business partner) and another is just owned by me and my spouse. We rent the properties out on VRBO and AIRBNB and self manage them. Pay is purely from rent
CRS (Client Relationship Summary) - RIA
Click below to view Olivia Alysse Forde'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: 2021
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
September 2, 2015 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #2: 1277 Kelly Johnson Blvd. Suite 260, Colorado Springs, CO 80920BD
CRD#: 3641
Palmer Lake, CO
Past
October 23, 2015 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
Palmer Lake, CO
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(3/7/2022)
RR
California(1/23/2025)
RR
Colorado(10/23/2015)
IAR
Colorado(12/15/2015)
RR
Georgia(3/18/2019)
RR
Idaho(11/3/2023)
RR
Indiana(3/26/2025)
RR
Michigan(9/21/2023)
RR
New Mexico(3/25/2024)
RR
North Carolina(10/22/2018)
RR
Ohio(8/7/2024)
RR
Texas(1/5/2016)
IAR
Texas(1/5/2016)
RR
Virginia(3/25/2024)
Exams
State Security Law Exam
General 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
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.
Company Information
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958Colorado Springs, CO 80920TRUST BUT VERIFY
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