VS
Victor P. Sokul
FIRST COMMAND ADVISORY SERVICES
Gulf Breeze, FL
Some features on this profile are disabled
CRD#: 6772000
VS
Professional summary
Victor Peter Sokul III, who also goes by Tory P Sokul, VIctor Peter Sokul, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Gulf Breeze, Florida and FIRST COMMAND BROKERAGE SERVICES, INC. located in Pensacola, Florida.
Victor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Victor has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tory P Sokul | Victor Peter Sokul
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: Regency Cabanas Homeowners Association ; Whether the business is investment-related: No ; Address of the other business: 1500 Via De Luna Drive Pensacola Beach, Florida 32563 ; Nature of the other business: Board Membership ; Your position, title, or relationship with the other business: Treasurer ; The start date of your relationship: 1/21/2023 ; 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: I am a volunteer board member for a Homeowners Association for a community in which I own a townhome. My position is the treasurer so I am signing off on payments to our vendors. 2) Name of the other business: Victor P Sokul III LLC Whether the business is investment-related: Yes Address of the other business: 180 N. Palafox St, Pensacola, FL 32502 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner The start date of your relationship: Jul 30, 2018 The approximate number of hours/month you devote to the other business: 21 to 40 The number of hours you devote to the other business during securities trading hours: 21 to 40 Briefly describe your duties relating to the other business: This is the business entity I used for my First Command Business. I do not have any other business operations or income tied to this LLC. I thought this had been disclosed when I set up the business in 2018. The below questions ask about how many hours I devote to this activity, I only spend time working on my First Command business which is over 40 hours a week. The business activity is not related to anything other than serving First Command Clients as a 1099 employee.
CRS (Client Relationship Summary) - RIA
Click below to view Victor Peter Sokul III'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
August 30, 2017 - Present
FIRST COMMAND ADVISORY SERVICES
Office #2: 180 North Palafox Street, Pensacola, FL 32502RIA
CRD#: 281958
Gulf Breeze, FL
Current
July 4, 2017 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 180 North Palafox Street, Pensacola, FL 32502BD
CRD#: 3641
Pensacola, 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(6/25/2018)
RR
Florida(8/24/2017)
IAR
Florida(8/30/2017)
RR
Hawaii(1/9/2025)
RR
Maryland(1/6/2022)
RR
Mississippi(11/13/2017)
RR
New Hampshire(2/15/2018)
RR
Ohio(4/25/2024)
RR
South Carolina(6/27/2025)
RR
Texas(9/25/2025)
IAR
Texas(9/25/2025)
RR
Virginia(10/4/2024)
Exams
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
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.
