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Vanessa Florence Wright

FIRST COMMAND BROKERAGE SERVICES
FORT WORTH, TX
·CRD# 7067009·7 years experience

Professional Summary

Vanessa Florence Wright, who also goes by Vanessa Florence Wright, Vanessa Wright, Vanessa F Wright, is a registered financial advisor currently at FIRST COMMAND BROKERAGE SERVICES, INC. located in Fort Worth, Texas. Vanessa is registered as a RR (Registered Representative) and started their career in finance in 2019. Vanessa has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 10 and Series 9 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Vanessa Florence Wright, Vanessa Wright, Vanessa F Wright

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

7 years in the financial services industry

Current & Past Employments

FIRST COMMAND BROKERAGE SERVICES, INC.·CRD# 3641
BD
1 Firstcomm Plaza, Fort Worth, TX 76109
October 28, 2026 - Present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
RIA
Frisco, TX
July 27, 2023 - November 17, 2025
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
BD
Frisco, TX
July 17, 2023 - November 17, 2025
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Westlake, TX
June 5, 2021 - May 22, 2023
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Westlake, TX
May 29, 2020 - May 22, 2023
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Westlake, TX
April 5, 2019 - May 4, 2020

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Current Firm

FC
FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND ADVISORY SERVICES | UNITED SERVICES PLANNING ASSOCIATION, INC. | FIRST COMMAND INSURANCE SERVICES INC. | FIRST COMMAND FINANCIAL SERVICES, INC. | FIRST COMMAND FINANCIAL PLANNING, INC. | FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641 / SEC#: 8-7072
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

1 Firstcomm Plaza, Fort Worth, TX 76109

Mailing Address

P.o. Box 2387, Fort Worth, TX 76113

Phone Number

(817) 731-8621

Established

Texas since 11/24/1958

Firm Type

Corporation

Fiscal Year End

September

Firm Size

Large

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
FIRST COMMAND FINANCIAL SERVICES, INC.STOCKHOLDER/OWNER—
CADDELL, TINA KATHERINEVICE PRESIDENT - PRINCIPAL OPERATIONS OFFICER3041675
CERBONE, HEIDI ELIZABETHVICE PRESIDENT AND TREASURER5734664
CHARTAN, ERICSENIOR VICE PRESIDENT, CHIEF LEGAL OFFICER4809520
GRIFFIN, CASEY JAMESSENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER3124214
HUBKA, MEEGHAN LYNNEVICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER (FINOP)5859322
RICHTER, KELLEEN MARIEEXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER2098017
SMITH, FRANK DEANSENIOR VICE PRESIDENT - CHIEF INFORMATION SECURITY OFFICER & CHIEF TECHNOLOGY OFFICER6005160
STEFFE, MARK DUANEPRESIDENT/CEO2204689

Disclosures

Regulatory Event

5

Arbitration

3

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

TEXAS NOTARY POSITION: Notary NATURE: I am a appointed notary for the State of Texas. I do not perform any notary services outside of TIAA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2022 ADDRESS: Home Address, Hurst TX 76053, United States DESCRIPTION: Notary

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2021About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2019About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Apr 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2019About the SIE exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Sep 2022About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Aug 2022About the Series 9 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Vanessa Florence Wright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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