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SA

Scott E. Anderson

FIRST COMMAND ADVISORY SERVICES
Blue Bell, PA
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CRD#: 7301020
SA

Professional summary


Scott Edward Anderson is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Blue Bell, Pennsylvania and FIRST COMMAND BROKERAGE SERVICES, INC. located in Blue Bell, Pennsylvania.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Scott has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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: Lighthouse Baptist Church Whether the business is investment-related: No Address of the other business: 2622 Durham Rd, Buckingham, PA 18912 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Financial Sectretary The start date of your relationship: Jun 01, 2025 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: 1. Receive, vet, and submit bills to Treasurer for payment. 2. Oversee Treasurer to ensure federal, state, and local taxes are paid. 3. Oversee Treasurer's monthly reconciliation. 4. Maintain financial program backups. 5. Assist with the completion of quarterly financial reports and the annual church budget. 6. Count and process offerings for deposit. 7. Prepare the Treasurer's Report for Deacons meetings. 8. Maintain giving records. 9. Maintain Deacons Fund records

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Scott Edward Anderson'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

January 28, 2021 - Present

FIRST COMMAND ADVISORY SERVICES

Office #2: 1730 Walton Road, Suite 201, Blue Bell, PA 19422
RIA
CRD#: 281958
Blue Bell, PA
Current

December 3, 2020 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

Office #1: 1730 Walton Road Suite 201, Blue Bell, PA 19422
BD
CRD#: 3641
Blue Bell, PA

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
Delaware
(4/13/2021)
RR
Nevada
(1/5/2023)
RR
New Jersey
(1/28/2021)
IAR
New Jersey
(12/12/2022)
RR
Pennsylvania
(1/28/2021)
IAR
Pennsylvania
(7/2/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/7/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/3/2020
General Securities Representative Examination
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)
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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)

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#: 281958Blue Bell, PA

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