WE
Walter K. Eldridge
FIRST COMMAND ADVISORY SERVICES
Jacksonville, NC 28546
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CRD#: 7111339
WE
Professional summary
Walter Kester Eldridge III, who also goes by Walter Eldridge, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Jacksonville, North Carolina and FIRST COMMAND BROKERAGE SERVICES, INC. located in Jacksonville, North Carolina.
Walter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Walter has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Walter 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.
(1)Name of the other business: United States Marine Corps Whether the business is investment-related: No Address of the other business: Bl 213 Camp Lejeune, NC 28539 Nature of the other business: Military Your position, title, or relationship with the other business: First Sergeant/Senior Enlisted Advisor The start date of your relationship: 9/18/95 The approximate number of hours/month you devote to the other business: Over 40 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Advise the commander on all matters pertaining to the company. (2)Name of the other business: Real Estate/Rental Property ; Whether the business is investment-related: No ; Address of the other business: 30 Blacksmith Cir, Beaufort SC 29906 1001 Boundary ST, Beaufort, SC 29902 ; Nature of the other business: Real Estate/Rental Property ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 06/01/07 ; The approximate number of hours/month you devote to the other business: 1 - 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: Owner of 30 Blacksmith Cir, Beaufort, SC 29906, which is managed on my behalf by ERA Evergreen in Beaufort, SC
CRS (Client Relationship Summary) - RIA
Click below to view Walter Kester Eldridge 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 2, 2019 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 200 Valencia Dr Ste 196, Jacksonville, NC 28546RIA
CRD#: 281958
Jacksonville, NC
Current
July 5, 2019 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 200 Valencia Drive Suite 172, Jacksonville, NC 28546BD
CRD#: 3641
Jacksonville, NC
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
Georgia(2/22/2024)
RR
North Carolina(8/2/2019)
IAR
North Carolina(8/2/2019)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/5/2019
General Securities Representative ExaminationGeneral 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
