HB
Holly R. Beyer
FIRST COMMAND ADVISORY SERVICES
Kailua, HI
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CRD#: 7248296
HB
Professional summary
Holly Renee Beyer, who also goes by Holly Renee Shively, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Kailua, Hawaii and FIRST COMMAND BROKERAGE SERVICES, INC. located in Fort Worth, Texas.
Holly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Holly has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Holly Renee Shively
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Holly Renee Beyer'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 24, 2020 - Present
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
Kailua, HI
Current
June 23, 2020 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 1 Firstcomm Plaza, Fort Worth, TX 76109BD
CRD#: 3641
Fort Worth, TX
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(4/25/2023)
RR
Alaska(4/25/2023)
RR
Arizona(4/25/2023)
RR
Arkansas(4/25/2023)
RR
California(4/25/2023)
RR
Colorado(4/25/2023)
RR
Connecticut(4/25/2023)
RR
Delaware(4/25/2023)
RR
District of Columbia(4/25/2023)
RR
Florida(4/25/2023)
RR
Georgia(4/25/2023)
RR
Hawaii(6/6/2022)
IAR
Hawaii(6/6/2022)
RR
Idaho(4/25/2023)
RR
Illinois(4/25/2023)
RR
Indiana(4/25/2023)
RR
Iowa(4/25/2023)
RR
Kansas(4/25/2023)
RR
Kentucky(4/25/2023)
RR
Louisiana(4/25/2023)
RR
Maine(4/25/2023)
RR
Maryland(4/25/2023)
RR
Massachusetts(4/25/2023)
RR
Michigan(4/25/2023)
RR
Minnesota(4/25/2023)
RR
Mississippi(4/25/2023)
RR
Missouri(4/25/2023)
RR
Montana(4/25/2023)
RR
Nebraska(4/25/2023)
RR
Nevada(4/25/2023)
RR
New Hampshire(4/25/2023)
RR
New Jersey(4/25/2023)
RR
New Mexico(4/25/2023)
RR
New York(4/25/2023)
RR
North Carolina(8/24/2020)
RR
North Dakota(4/25/2023)
RR
Ohio(4/25/2023)
RR
Oklahoma(4/25/2023)
RR
Oregon(4/25/2023)
RR
Pennsylvania(4/25/2023)
RR
Puerto Rico(4/25/2023)
RR
Rhode Island(4/25/2023)
RR
South Carolina(4/25/2023)
RR
South Dakota(4/25/2023)
RR
Tennessee(4/25/2023)
RR
Texas(1/26/2023)
IAR
Texas(1/30/2023)
RR
Utah(4/25/2023)
RR
Vermont(4/25/2023)
RR
Virginia(4/25/2023)
RR
Washington(4/25/2023)
RR
West Virginia(4/25/2023)
RR
Wisconsin(4/25/2023)
RR
Wyoming(4/25/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/23/2020
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
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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.
