Savannah R. Coltrain
Professional summary
Savannah Renee Coltrain, who also goes by Sav Coltrain, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Lawton, Oklahoma and FIRST COMMAND BROKERAGE SERVICES, INC. located in Lawton, Oklahoma.
Savannah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Savannah has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Savannah Renee Coltrain's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 21, 2024 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 309 Sw 11th Street Suite 101, Lawton, OK 73501July 11, 2023 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 309 Sw 11th Street Suite 101, Lawton, OK 73501Primary Firm SEC Registration
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/15/2024)
(9/17/2025)
(6/21/2024)
(6/21/2024)
Exams
Series 7TO
Date: 7/11/2023
General Securities Representative ExaminationFINRA
Current Firm
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
Contact information
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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