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Gabrielle D. Phenix

FIRST COMMAND ADVISORY SERVICES
Fort Worth, TX 76109
Some features on this profile are disabled
CRD#: 6532623
GP

Professional summary

Gabrielle Dilese Phenix, who also goes by Gabby Phenix, Gabrielle Dilese Phenix, Gabrielle Phenix, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Fort Worth, Texas and FIRST COMMAND BROKERAGE SERVICES, INC. located in Fort Worth, Texas.

Gabrielle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Gabrielle has worked at 8 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53, Series 24, Series 9 and Series 10 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gabby Phenix | Gabrielle Dilese Phenix | Gabrielle Phenix

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: Harmland Visions LLC Whether the business is investment-related: No Address of the other business: 2422 Arbuckle Court, Dallas TX 75229 Nature of the other business: Employment Your position, title, or relationship with the other business: Flame Effects Operator The start date of your relationship: Sep 01, 2022 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Licensed pyrotechnics operator. I supervise usage of pyrotechnics at weddings and other events.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabrielle Dilese Phenix's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 12, 2024 - Present

FIRST COMMAND ADVISORY SERVICES

Office #1: 1 Firstcomm Plaza, Fort Worth, TX 76109
RIA
CRD#: 281958
Fort Worth, TX
Current

September 12, 2024 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

Office #1: 1 Firstcomm Plaza, Fort Worth, TX 76109
BD
CRD#: 3641
Fort Worth, TX
Past

March 19, 2020 - September 10, 2024

EDWARD JONES

RIA
CRD#: 250
PRINCETON, TX
Past

March 19, 2020 - September 10, 2024

EDWARD JONES

BD
CRD#: 250
ST LOUIS, MO
Past

May 4, 2018 - March 11, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
DALLAS, TX
Past

May 4, 2018 - March 11, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
DALLAS, TX
Past

January 8, 2018 - March 29, 2018

USAA INVESTMENT SERVICES COMPANY

RIA
CRD#: 5475
SAN ANTONIO, TX
Past

September 15, 2017 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
SAN ANTONIO, TX
Past

September 15, 2017 - March 29, 2018

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
SAN ANTONIO, TX
Past

August 8, 2016 - August 23, 2017

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
SAN ANTONIO, TX
Past

August 8, 2016 - August 23, 2017

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SAN ANTONIO, TX
Past

November 13, 2015 - May 18, 2016

EDWARD JONES

RIA
CRD#: 250
WEST MONROE, LA
Past

August 31, 2015 - May 18, 2016

EDWARD JONES

BD
CRD#: 250
WEST MONROE, LA

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
Texas
(9/12/2024)
IAR
Texas
(9/12/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/18/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 3/14/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/31/2015
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 5/9/2025
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/19/2020
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 9
Date: 10/2/2019
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 6/26/2019
General Securities Sales Supervisor - General Module Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP PROGRAM BROCHURE (10/30/2024)
DESCRIPTION OF SERVICES (10/30/2024)

Regulatory assets under management

Total Number of Accounts110,166
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#: 281958Fort Worth, TX 76109

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